Focus Partners Wealth
XJH icon

Focus Partners Wealth’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Focus Partners Wealth’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 		$817K Sell
15,665
-397
-2% -$19.6K ﹤0.01% 1722
2026
Q1 		$729K Buy
16,062
+424
+3% +$19.9K ﹤0.01% 1749
2025
Q4 		$698K Sell
15,638
-3,961
-20% -$175K ﹤0.01% 1790
2025
Q3 		$853K Buy
19,599
+1,659
+9% +$71.5K ﹤0.01% 1354
2025
Q2 		$745K Buy
17,940
+5,777
+47% +$227K ﹤0.01% 1264
2025
Q1 		$475K Sell
12,163
-1,238
-9% -$51.6K ﹤0.01% 1368
2024
Q4 		$561K Buy
13,401
+4,501
+51% +$195K ﹤0.01% 1273
2024
Q3 		$376K Sell
8,900
-8,076
-48% -$329K ﹤0.01% 1246
2024
Q2 		$672K Hold
16,976
– – ﹤0.01% 882
2024
Q1 		$697K Sell
16,976
-3,095
-15% -$119K 0.01% 664
2023
Q4 		$757K Buy
+20,071
New +$690K 0.01% 500

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

Focus Partners Wealth's XJH Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 2.5% in Q2 2026, selling an estimated $19.6K and leaving 15,665 shares worth $817K. The position accounts for ﹤0.01% of the portfolio, ranked #1722.

Focus Partners Wealth first reported a position in XJH in Q4 2023 and has held it in 11 quarters since. The position peaked at $853K in Q3 2025. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Focus Partners Wealth held 15,665 shares of iShares ESG Screened S&P Mid-Cap ETF worth $817K as of Q2 2026.
  • Focus Partners Wealth sold 397 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $19.6K.
  • iShares ESG Screened S&P Mid-Cap ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1722 holding.
  • Focus Partners Wealth first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's iShares ESG Screened S&P Mid-Cap ETF position peaked at $853K in Q3 2025.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.