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 Q3	$797K	Sell	16,345 -1,032	-6%	-$52.7K	0.01%	1270
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

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Farther Finance Advisors's XJH Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 5.9% in Q3 2026, selling an estimated $52.7K and leaving 16,345 shares worth $797K. The position accounts for 0.01% of the portfolio, ranked #1270.

Farther Finance Advisors first reported a position in XJH in Q2 2023 and has held it in 6 quarters since. The position peaked at $906K in Q2 2026. 9 funds tracked by Wall St. Rank hold XJH as of Q3 2026.

Farther Finance Advisors held 16,345 shares of iShares ESG Screened S&P Mid-Cap ETF worth $797K as of Q3 2026.
Farther Finance Advisors sold 1,032 iShares ESG Screened S&P Mid-Cap ETF shares in Q3 2026, an estimated $52.7K.
iShares ESG Screened S&P Mid-Cap ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1270 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 6 quarters since.
Farther Finance Advisors's iShares ESG Screened S&P Mid-Cap ETF position peaked at $906K in Q2 2026.
9 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.