DeDora Capital
XJH icon

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
Q3 		– Sell
-4,406
Closed -$230K – 455
2026
Q2 		$230K Buy
+4,406
New +$218K 0.05% 125

Other funds holding XJH

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Koss-Olinger Consulting
Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
JNBA Financial Advisors
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 15.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Francis Financial
Francis Financial $642M AUM 10.36% 1-Year Est. Return

DeDora Capital's XJH Position: Q3 2026 in Review

DeDora Capital sold out of iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q3 2026, closing a stake of 4,406 shares — an estimated $230K sold.

DeDora Capital first reported a position in XJH in Q2 2026 and held it in 1 quarter. The position peaked at $230K in Q2 2026. 126 funds tracked by Wall St. Rank hold XJH as of Q3 2026.

  • DeDora Capital reported no remaining iShares ESG Screened S&P Mid-Cap ETF position as of Q3 2026 after selling out during the quarter.
  • DeDora Capital sold 4,406 iShares ESG Screened S&P Mid-Cap ETF shares in Q3 2026, an estimated $230K.
  • DeDora Capital first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2026 and held it in 1 quarter.
  • DeDora Capital's iShares ESG Screened S&P Mid-Cap ETF position peaked at $230K in Q2 2026.
  • 126 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q3 2026.

Based on DeDora Capital's 13F filing for Q3 2026, filed 26 Oct 2026.