CBIZ Investment Advisory Services’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

CBIZ Investment Advisory Services’s Portfolio XJH Stock Details XJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.13K	Hold	25	–	–	﹤0.01%	383
2025 Q4	$1.12K	Buy	25 +1	+4%	+$44	﹤0.01%	708
2025 Q3	$1.05K	Hold	24	–	–	﹤0.01%	619
2025 Q2	$996	Buy	24 +1	+4%	+$39	﹤0.01%	599
2025 Q1	$899	Hold	23	–	–	﹤0.01%	523
2024 Q4	$962	Hold	23	–	–	﹤0.01%	432
2024 Q3	$972	Buy	23 +1	+5%	+$41	﹤0.01%	369
2024 Q2	$871	Hold	22	–	–	﹤0.01%	372
2024 Q1	$904	Buy	+22	New	+$846	﹤0.01%	331
2021 Q3	–	Hold	0	–	–	–	102
2021 Q2	–	Hold	0	–	–	–	99
2021 Q1	–	Hold	0	–	–	–	90

Other funds holding XJH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

CBIZ Investment Advisory Services's XJH Position: Q1 2026 in Review

CBIZ Investment Advisory Services held its iShares ESG Screened S&P Mid-Cap ETF (XJH) position steady in Q1 2026 at 25 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

CBIZ Investment Advisory Services first reported a position in XJH in Q1 2024 and has held it in 9 quarters since. 179 funds tracked by Wall St. Rank hold XJH as of Q1 2026.

CBIZ Investment Advisory Services held 25 shares of iShares ESG Screened S&P Mid-Cap ETF worth $1.13K as of Q1 2026.
CBIZ Investment Advisory Services left its iShares ESG Screened S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares ESG Screened S&P Mid-Cap ETF made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #383 holding.
CBIZ Investment Advisory Services first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
179 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.