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

DOHJ LLC’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
Q3 		– Sell
-86,289
Closed -$3.22M – 142
2025
Q2 		$3.22M Buy
86,289
+26,002
+43% +$1.02M 0.94% 32
2025
Q1 		$2.36M Buy
60,287
+17,592
+41% +$733K 0.54% 47
2024
Q4 		$1.79M Sell
42,695
-3,237
-7% -$140K 0.41% 58
2024
Q3 		$1.92M Buy
45,932
+3,060
+7% +$125K 0.45% 57
2024
Q2 		$1.7M Buy
42,872
+1,614
+4% +$64K 0.42% 58
2024
Q1 		$1.69M Buy
41,258
+10,335
+33% +$397K 0.45% 56
2023
Q4 		$1.17M Buy
30,923
+16,984
+122% +$584K 0.34% 62
2023
Q3 		$466K Sell
13,939
-288
-2% -$10.3K 0.21% 63
2023
Q2 		$507K Sell
14,227
-1,745
-11% -$58.9K 0.22% 62
2023
Q1 		$543K Sell
15,972
-4,500
-22% -$156K 0.27% 60
2022
Q4 		$672K Buy
+20,472
New +$670K 0.38% 55
2022
Q3 		– Sell
-12,729
Closed -$389K – 85
2022
Q2 		$389K Buy
12,729
+1,732
+16% +$57.9K 0.22% 65
2022
Q1 		$402K Buy
+10,997
New +$400K 0.19% 71

Other funds holding XJH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
B
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
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return

DOHJ LLC's XJH Position: Q3 2025 in Review

DOHJ LLC sold out of iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q3 2025, closing a stake of 86,289 shares — an estimated $3.22M sold.

DOHJ LLC first reported a position in XJH in Q1 2022 and held it in 13 quarters. The position peaked at $3.22M in Q2 2025. 150 funds tracked by Wall St. Rank hold XJH as of Q3 2025.

  • DOHJ LLC reported no remaining iShares ESG Screened S&P Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • DOHJ LLC sold 86,289 iShares ESG Screened S&P Mid-Cap ETF shares in Q3 2025, an estimated $3.22M.
  • DOHJ LLC first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2022 and held it in 13 quarters.
  • DOHJ LLC's iShares ESG Screened S&P Mid-Cap ETF position peaked at $3.22M in Q2 2025.
  • 150 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q3 2025.

Based on DOHJ LLC's 13F filing for Q3 2025.