Creative Planning
XJH icon

Creative Planning’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Creative Planning’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 		$2.15M Sell
41,291
-233
-0.6% -$11.5K ﹤0.01% 2025
2026
Q1 		$1.88M Buy
41,524
+28,850
+228% +$1.35M ﹤0.01% 1936
2025
Q4 		$566K Buy
12,674
+78
+0.6% +$3.44K ﹤0.01% 2729
2025
Q3 		$552K Buy
12,596
+7
+0.1% +$302 ﹤0.01% 2626
2025
Q2 		$522K Buy
12,589
+1,326
+12% +$52.1K ﹤0.01% 2439
2025
Q1 		$440K Sell
11,263
-2,430
-18% -$101K ﹤0.01% 2402
2024
Q4 		$573K Buy
13,693
+1,739
+15% +$75.2K ﹤0.01% 2101
2024
Q3 		$506K Sell
11,954
-2,091
-15% -$85.3K ﹤0.01% 2101
2024
Q2 		$556K Buy
14,045
+3,718
+36% +$147K ﹤0.01% 1859
2024
Q1 		$424K Buy
10,327
+6
+0.1% +$231 ﹤0.01% 1977
2023
Q4 		$389K Buy
10,321
+5,873
+132% +$202K ﹤0.01% 1890
2023
Q3 		$151K Sell
4,448
-1,404
-24% -$50K ﹤0.01% 2316
2023
Q2 		$208K Buy
+5,852
New +$197K ﹤0.01% 2188

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

Creative Planning's XJH Position: Q2 2026 in Review

Creative Planning reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 0.56% in Q2 2026, selling an estimated $11.5K and leaving 41,291 shares worth $2.15M. The position accounts for ﹤0.01% of the portfolio, ranked #2025.

Creative Planning first reported a position in XJH in Q2 2023 and has held it in 13 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Creative Planning held 41,291 shares of iShares ESG Screened S&P Mid-Cap ETF worth $2.15M as of Q2 2026.
  • Creative Planning sold 233 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $11.5K.
  • iShares ESG Screened S&P Mid-Cap ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2025 holding.
  • Creative Planning first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.