Cetera Investment Advisers
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Cetera Investment Advisers’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Cetera Investment Advisers’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 		$2.18M Buy
47,981
+2,421
+5% +$113K ﹤0.01% 2218
2025
Q4 		$2.03M Buy
45,560
+4,941
+12% +$218K ﹤0.01% 2194
2025
Q3 		$1.78M Sell
40,619
-2,447
-6% -$105K ﹤0.01% 2278
2025
Q2 		$1.79M Buy
43,066
+7,979
+23% +$314K ﹤0.01% 1925
2025
Q1 		$1.37M Sell
35,087
-1,530
-4% -$63.7K ﹤0.01% 2020
2024
Q4 		$1.53M Buy
36,617
+3,555
+11% +$154K ﹤0.01% 1850
2024
Q3 		$1.4M Buy
33,062
+266
+0.8% +$10.8K ﹤0.01% 1866
2024
Q2 		$1.3M Buy
32,796
+6,494
+25% +$257K ﹤0.01% 1879
2024
Q1 		$1.08M Buy
26,302
+20,388
+345% +$784K ﹤0.01% 2011
2023
Q4 		$223K Sell
5,914
-5,228
-47% -$180K ﹤0.01% 1978
2023
Q3 		$377K Buy
11,142
+160
+1% +$5.7K ﹤0.01% 1582
2023
Q2 		$391K Sell
10,982
-171
-2% -$5.77K ﹤0.01% 1586
2023
Q1 		$379K Buy
11,153
+233
+2% +$8.07K ﹤0.01% 1573
2022
Q4 		$358K Buy
+10,920
New +$357K ﹤0.01% 1552
2022
Q2 		– Sell
-6,388
Closed -$234K – 1964
2022
Q1 		$234K Buy
6,388
+345
+6% +$12.6K ﹤0.01% 1618
2021
Q4 		$235K Sell
6,043
-141
-2% -$5.39K ﹤0.01% 1639
2021
Q3 		$224K Hold
6,184
– – ﹤0.01% 1601
2021
Q2 		$229K Buy
+6,184
New +$230K ﹤0.01% 1587

Other funds holding XJH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
EB
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
B
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

Cetera Investment Advisers's XJH Position: Q1 2026 in Review

Cetera Investment Advisers increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 5.3% in Q1 2026, buying an estimated $113K and bringing the position to 47,981 shares worth $2.18M. The position accounts for ﹤0.01% of the portfolio, ranked #2218.

Cetera Investment Advisers first reported a position in XJH in Q2 2021 and has held it in 18 quarters since. 179 funds tracked by Wall St. Rank hold XJH as of Q1 2026.

  • Cetera Investment Advisers held 47,981 shares of iShares ESG Screened S&P Mid-Cap ETF worth $2.18M as of Q1 2026.
  • Cetera Investment Advisers bought 2,421 iShares ESG Screened S&P Mid-Cap ETF shares in Q1 2026, an estimated $113K.
  • iShares ESG Screened S&P Mid-Cap ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2218 holding.
  • Cetera Investment Advisers first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2021 and has held it in 18 quarters since.
  • 179 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.