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First National Corp’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

First National Corp’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
2025
Q3 		$294K Buy
6,693
+218
+3% +$9.39K 0.06% 140
2025
Q2 		$269K Buy
6,475
+322
+5% +$12.7K 0.05% 150
2025
Q1 		$240K Buy
6,153
+145
+2% +$6.04K 0.05% 147
2024
Q4 		$251K Sell
6,008
-110
-2% -$4.76K 0.06% 140
2024
Q3 		$259K Buy
+6,118
New +$249K 0.06% 138

Other funds holding XJH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return

First National Corp's XJH Position: Q3 2025 in Review

First National Corp increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 3.4% in Q3 2025, buying an estimated $9.39K and bringing the position to 6,693 shares worth $294K. The position accounts for 0.06% of the portfolio, ranked #140.

First National Corp first reported a position in XJH in Q3 2024 and has held it in 5 quarters since. 150 funds tracked by Wall St. Rank hold XJH as of Q3 2025.

  • First National Corp held 6,693 shares of iShares ESG Screened S&P Mid-Cap ETF worth $294K as of Q3 2025.
  • First National Corp bought 218 iShares ESG Screened S&P Mid-Cap ETF shares in Q3 2025, an estimated $9.39K.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.06% of First National Corp's portfolio in Q3 2025, its #140 holding.
  • First National Corp first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q3 2024 and has held it in 5 quarters since.
  • 150 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q3 2025.

Based on First National Corp's 13F filing for Q3 2025, filed 28 Oct 2025.