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First United Bank & Trust’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

First United Bank & Trust’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 		$155K Sell
2,965
-35
-1% -$1.73K 0.04% 167
2026
Q1 		$136K Sell
3,000
-30
-1% -$1.41K 0.04% 169
2025
Q4 		$135K Sell
3,030
-3,650
-55% -$161K 0.04% 166
2025
Q3 		$293K Buy
6,680
+755
+13% +$32.5K 0.1% 133
2025
Q2 		$246K Sell
5,925
-3,805
-39% -$150K 0.09% 137
2025
Q1 		$380K Sell
9,730
-8,405
-46% -$350K 0.14% 105
2024
Q4 		$759K Sell
18,135
-975
-5% -$42.2K 0.28% 77
2024
Q3 		$808K Buy
19,110
+3,360
+21% +$137K 0.29% 76
2024
Q2 		$623K Buy
15,750
+3,185
+25% +$126K 0.23% 92
2024
Q1 		$516K Sell
12,565
-100
-0.8% -$3.85K 0.19% 101
2023
Q4 		$478K Buy
12,665
+4,600
+57% +$158K 0.19% 103
2023
Q3 		$273K Sell
8,065
-275
-3% -$9.79K 0.13% 122
2023
Q2 		$297K Buy
8,340
+825
+11% +$27.8K 0.13% 121
2023
Q1 		$255K Buy
7,515
+895
+14% +$31K 0.12% 133
2022
Q4 		$217K Buy
+6,620
New +$217K 0.11% 139

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

First United Bank & Trust's XJH Position: Q2 2026 in Review

First United Bank & Trust reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 1.2% in Q2 2026, selling an estimated $1.73K and leaving 2,965 shares worth $155K. The position accounts for 0.04% of the portfolio, ranked #167.

First United Bank & Trust first reported a position in XJH in Q4 2022 and has held it in 15 quarters since. The position peaked at $808K in Q3 2024. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • First United Bank & Trust held 2,965 shares of iShares ESG Screened S&P Mid-Cap ETF worth $155K as of Q2 2026.
  • First United Bank & Trust sold 35 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.73K.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.04% of First United Bank & Trust's portfolio in Q2 2026, its #167 holding.
  • First United Bank & Trust first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • First United Bank & Trust's iShares ESG Screened S&P Mid-Cap ETF position peaked at $808K in Q3 2024.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.