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F.L. Putnam Investment Management’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

F.L. Putnam Investment 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 		$13M Buy
248,821
+4,900
+2% +$242K 0.15% 118
2026
Q1 		$11.1M Sell
243,921
-8,155
-3% -$382K 0.16% 117
2025
Q4 		$11.3M Sell
252,076
-5,598
-2% -$247K 0.16% 110
2025
Q3 		$11.3M Buy
+257,674
New +$11.1M 0.17% 111
2024
Q3 		– Sell
-1,250
Closed -$49.5K – 741
2024
Q2 		$49.5K Buy
+1,250
New +$49.5K ﹤0.01% 586

Other funds holding XJH

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return

F.L. Putnam Investment Management's XJH Position: Q2 2026 in Review

F.L. Putnam Investment Management increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 2% in Q2 2026, buying an estimated $242K and bringing the position to 248,821 shares worth $13M. The position accounts for 0.15% of the portfolio, ranked #118.

F.L. Putnam Investment Management first reported a position in XJH in Q2 2024 and has held it in 5 quarters since. 133 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • F.L. Putnam Investment Management held 248,821 shares of iShares ESG Screened S&P Mid-Cap ETF worth $13M as of Q2 2026.
  • F.L. Putnam Investment Management bought 4,900 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $242K.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.15% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #118 holding.
  • F.L. Putnam Investment Management first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2024 and has held it in 5 quarters since.
  • 133 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.