Farther Finance Advisors’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Farther Finance Advisors’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	$906K	Buy	17,377 +8,562	+97%	+$423K	0.01%	1167
2026 Q1	$404K	Buy	8,815 +3,878	+79%	+$182K	﹤0.01%	1546
2025 Q4	$220K	Buy	+4,937	New	+$218K	﹤0.01%	1850
2023 Q4	–	Sell	-30	Closed	-$1.02K	–	3619
2023 Q3	$1.02K	Hold	30	–	–	﹤0.01%	2078
2023 Q2	$1.07K	Buy	+30	New	+$1.01K	﹤0.01%	1955

Other funds holding XJH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Farther Finance Advisors's XJH Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 97% in Q2 2026, buying an estimated $423K and bringing the position to 17,377 shares worth $906K. The position accounts for 0.01% of the portfolio, ranked #1167.

Farther Finance Advisors first reported a position in XJH in Q2 2023 and has held it in 5 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

Farther Finance Advisors held 17,377 shares of iShares ESG Screened S&P Mid-Cap ETF worth $906K as of Q2 2026.
Farther Finance Advisors bought 8,562 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $423K.
iShares ESG Screened S&P Mid-Cap ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1167 holding.
Farther Finance Advisors first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2023 and has held it in 5 quarters since.
194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.