CWM
XJH icon

Congress Wealth Management’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Congress Wealth Management’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
2025
Q2 		$626K Buy
15,091
+2,176
+17% +$85.5K 0.01% 848
2025
Q1 		$505K Buy
12,915
+2,031
+19% +$84.6K 0.01% 811
2024
Q4 		$455K Sell
10,884
-2,802
-20% -$121K 0.01% 659
2024
Q3 		$579K Sell
13,686
-1,838
-12% -$74.9K 0.01% 611
2024
Q2 		$614K Sell
15,524
-2,325
-13% -$92.1K 0.01% 504
2024
Q1 		$733K Sell
17,849
-87
-0.5% -$3.35K 0.01% 404
2023
Q4 		$677K Buy
17,936
+1,728
+11% +$59.4K 0.01% 431
2023
Q3 		$549K Buy
16,208
+3,426
+27% +$122K 0.01% 447
2023
Q2 		$455K Buy
12,782
+387
+3% +$13.1K 0.01% 429
2023
Q1 		$421K Buy
12,395
+2,185
+21% +$75.7K 0.01% 437
2022
Q4 		$335K Buy
10,210
+1,547
+18% +$50.6K 0.01% 460
2022
Q3 		$257K Buy
8,663
+1,454
+20% +$47.5K 0.01% 491
2022
Q2 		$220K Buy
+7,209
New +$241K 0.01% 522

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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return