Commonwealth Equity Services
XJH icon

Commonwealth Equity Services’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Commonwealth Equity 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
Q2 		$2.16M Buy
41,331
+6,442
+18% +$319K ﹤0.01% 2045
2026
Q1 		$1.58M Buy
34,889
+1,711
+5% +$80.1K ﹤0.01% 2212
2025
Q4 		$1.48M Sell
33,178
-7,528
-18% -$332K ﹤0.01% 2240
2025
Q3 		$1.78M Sell
40,706
-22,531
-36% -$971K ﹤0.01% 2093
2025
Q2 		$2.62M Sell
63,237
-5,411
-8% -$213K ﹤0.01% 1781
2025
Q1 		$2.68M Sell
68,648
-8,104
-11% -$338K ﹤0.01% 1707
2024
Q4 		$3.21M Buy
76,752
+2,007
+3% +$86.8K ﹤0.01% 1531
2024
Q3 		$3.16M Sell
74,745
-4,645
-6% -$189K ﹤0.01% 1539
2024
Q2 		$3.14M Buy
79,390
+8,287
+12% +$328K 0.01% 1498
2024
Q1 		$2.92M Buy
71,103
+16,026
+29% +$616K ﹤0.01% 1513
2023
Q4 		$2.08M Buy
55,077
+26,777
+95% +$920K ﹤0.01% 1664
2023
Q3 		$959K Buy
28,300
+3,639
+15% +$130K ﹤0.01% 2105
2023
Q2 		$878K Buy
24,661
+10,429
+73% +$352K ﹤0.01% 2196
2023
Q1 		$483K Buy
14,232
+7,082
+99% +$245K ﹤0.01% 2587
2022
Q4 		$234K Buy
+7,150
New +$234K ﹤0.01% 3088

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

Commonwealth Equity Services's XJH Position: Q2 2026 in Review

Commonwealth Equity Services increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 18% in Q2 2026, buying an estimated $319K and bringing the position to 41,331 shares worth $2.16M. The position accounts for ﹤0.01% of the portfolio, ranked #2045.

Commonwealth Equity Services first reported a position in XJH in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.21M in Q4 2024. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Commonwealth Equity Services held 41,331 shares of iShares ESG Screened S&P Mid-Cap ETF worth $2.16M as of Q2 2026.
  • Commonwealth Equity Services bought 6,442 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $319K.
  • iShares ESG Screened S&P Mid-Cap ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2045 holding.
  • Commonwealth Equity Services first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Commonwealth Equity Services's iShares ESG Screened S&P Mid-Cap ETF position peaked at $3.21M in Q4 2024.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.