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Ellenbecker Investment Group’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Ellenbecker Investment Group’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 		$510K Buy
9,775
+4,916
+101% +$243K 0.06% 79
2026
Q1 		$220K Buy
+4,859
New +$228K 0.03% 127

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

Ellenbecker Investment Group's XJH Position: Q2 2026 in Review

Ellenbecker Investment Group increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 101% in Q2 2026, buying an estimated $243K and bringing the position to 9,775 shares worth $510K. The position accounts for 0.06% of the portfolio, ranked #79.

Ellenbecker Investment Group first reported a position in XJH in Q1 2026 and has held it in 2 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Ellenbecker Investment Group held 9,775 shares of iShares ESG Screened S&P Mid-Cap ETF worth $510K as of Q2 2026.
  • Ellenbecker Investment Group bought 4,916 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $243K.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.06% of Ellenbecker Investment Group's portfolio in Q2 2026, its #79 holding.
  • Ellenbecker Investment Group first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Ellenbecker Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.