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Chicago Partners Investment Group’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Chicago Partners Investment Group’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
Q2 		$441K Sell
8,648
-257
-3% -$12.7K 0.01% 1067
2026
Q1 		$437K Buy
8,905
+241
+3% +$11.3K 0.01% 964
2025
Q4 		$406K Buy
8,664
+31
+0.4% +$1.37K 0.01% 884
2025
Q3 		$381K Buy
8,633
+213
+3% +$9.18K 0.01% 839
2025
Q2 		$364K Sell
8,420
-184
-2% -$7.23K 0.01% 748
2025
Q1 		$336K Buy
8,604
+799
+10% +$33.3K 0.01% 646
2024
Q4 		$328K Buy
7,805
+1,137
+17% +$49.2K 0.01% 627
2024
Q3 		$281K Buy
6,668
+611
+10% +$24.9K 0.01% 641
2024
Q2 		$253K Buy
6,057
+129
+2% +$5.11K 0.01% 645
2024
Q1 		$231K Buy
5,928
+435
+8% +$16.7K 0.01% 653
2023
Q4 		$204K Buy
+5,493
New +$189K 0.01% 654

Other funds holding XJH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 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 $1.3B AUM 18.84% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Chicago Partners Investment Group's XJH Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 2.9% in Q2 2026, selling an estimated $12.7K and leaving 8,648 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #1067.

Chicago Partners Investment Group first reported a position in XJH in Q4 2023 and has held it in 11 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Chicago Partners Investment Group held 8,648 shares of iShares ESG Screened S&P Mid-Cap ETF worth $441K as of Q2 2026.
  • Chicago Partners Investment Group sold 257 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $12.7K.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1067 holding.
  • Chicago Partners Investment Group first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.