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Eley Financial Management’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Eley Financial Management’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 		$1.27M Buy
24,321
+3,238
+15% +$160K 0.41% 48
2026
Q1 		$957K Buy
21,083
+843
+4% +$39.5K 0.35% 57
2025
Q4 		$904K Buy
20,240
+699
+4% +$30.8K 0.32% 56
2025
Q3 		$857K Buy
19,541
+40
+0.2% +$1.72K 0.31% 56
2025
Q2 		$809K Sell
19,501
-246
-1% -$9.67K 0.31% 56
2025
Q1 		$775K Buy
19,747
+2,567
+15% +$107K 0.31% 59
2024
Q4 		$719K Buy
17,180
+937
+6% +$40.5K 0.28% 62
2024
Q3 		$687K Buy
16,243
+1,021
+7% +$41.6K 0.28% 61
2024
Q2 		$602K Buy
15,222
+7,892
+108% +$313K 0.26% 60
2024
Q1 		$301K Buy
+7,330
New +$282K 0.13% 64

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

Eley Financial Management's XJH Position: Q2 2026 in Review

Eley Financial Management increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 15% in Q2 2026, buying an estimated $160K and bringing the position to 24,321 shares worth $1.27M. The position accounts for 0.41% of the portfolio, ranked #48.

Eley Financial Management first reported a position in XJH in Q1 2024 and has held it in 10 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Eley Financial Management held 24,321 shares of iShares ESG Screened S&P Mid-Cap ETF worth $1.27M as of Q2 2026.
  • Eley Financial Management bought 3,238 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $160K.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.41% of Eley Financial Management's portfolio in Q2 2026, its #48 holding.
  • Eley Financial Management first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Eley Financial Management's 13F filing for Q2 2026, filed 11 Aug 2026.