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D.A. Davidson & Co’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

D.A. Davidson & Co’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 		$1.25M Sell
24,036
-667
-3% -$33K 0.01% 890
2026
Q1 		$1.12M Buy
24,703
+515
+2% +$24.1K 0.01% 891
2025
Q4 		$1.08M Buy
24,188
+943
+4% +$41.6K 0.01% 867
2025
Q3 		$1.02M Buy
23,245
+2,288
+11% +$98.6K 0.01% 860
2025
Q2 		$870K Sell
20,957
-814
-4% -$32K 0.01% 856
2025
Q1 		$851K Sell
21,771
-980
-4% -$40.8K 0.01% 829
2024
Q4 		$952K Buy
22,751
+167
+0.7% +$7.22K 0.01% 789
2024
Q3 		$955K Buy
22,584
+2,363
+12% +$96.3K 0.01% 774
2024
Q2 		$800K Buy
20,221
+1,930
+11% +$76.5K 0.01% 809
2024
Q1 		$751K Buy
18,291
+2,325
+15% +$89.4K 0.01% 834
2023
Q4 		$602K Buy
15,966
+6,223
+64% +$214K 0.01% 880
2023
Q3 		$330K Buy
9,743
+584
+6% +$20.8K ﹤0.01% 1052
2023
Q2 		$326K Buy
9,159
+732
+9% +$24.7K ﹤0.01% 1069
2023
Q1 		$286K Buy
8,427
+77
+0.9% +$2.67K ﹤0.01% 1095
2022
Q4 		$274K Sell
8,350
-1,747
-17% -$57.2K ﹤0.01% 1088
2022
Q3 		$300K Buy
10,097
+3,113
+45% +$102K ﹤0.01% 1003
2022
Q2 		$214K Buy
+6,984
New +$233K ﹤0.01% 1151

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

D.A. Davidson & Co's XJH Position: Q2 2026 in Review

D.A. Davidson & Co reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 2.7% in Q2 2026, selling an estimated $33K and leaving 24,036 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #890.

D.A. Davidson & Co first reported a position in XJH in Q2 2022 and has held it in 17 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • D.A. Davidson & Co held 24,036 shares of iShares ESG Screened S&P Mid-Cap ETF worth $1.25M as of Q2 2026.
  • D.A. Davidson & Co sold 667 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $33K.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #890 holding.
  • D.A. Davidson & Co first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.