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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 $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 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 $8.53B AUM 21.43% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

Congress Wealth Management's XJH Position: Q2 2025 in Review

Congress Wealth Management increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 17% in Q2 2025, buying an estimated $85.5K and bringing the position to 15,091 shares worth $626K. The position accounts for 0.01% of the portfolio, ranked #848.

Congress Wealth Management first reported a position in XJH in Q2 2022 and has held it in 13 quarters since. The position peaked at $733K in Q1 2024. 156 funds tracked by Wall St. Rank hold XJH as of Q2 2025.

  • Congress Wealth Management held 15,091 shares of iShares ESG Screened S&P Mid-Cap ETF worth $626K as of Q2 2025.
  • Congress Wealth Management bought 2,176 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2025, an estimated $85.5K.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #848 holding.
  • Congress Wealth Management first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2022 and has held it in 13 quarters since.
  • Congress Wealth Management's iShares ESG Screened S&P Mid-Cap ETF position peaked at $733K in Q1 2024.
  • 156 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.