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

DeDora Capital’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	$230K	Buy	+4,406	New	+$218K	0.05%	125

Other funds holding XJH

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

GAM

Gould Asset Management Claremont, California $635M AUM 14.36% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

DeDora Capital's XJH Position: Q2 2026 in Review

DeDora Capital opened a new position in iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q2 2026: 4,406 shares worth $230K. The stake represents 0.05% of the portfolio and ranks #125 among its holdings.

112 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

DeDora Capital held 4,406 shares of iShares ESG Screened S&P Mid-Cap ETF worth $230K as of Q2 2026.
iShares ESG Screened S&P Mid-Cap ETF was a new DeDora Capital position in Q2 2026.
iShares ESG Screened S&P Mid-Cap ETF made up 0.05% of DeDora Capital's portfolio in Q2 2026, its #125 holding.
112 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on DeDora Capital's 13F filing for Q2 2026, filed 13 Jul 2026.