Fort Vancouver Investment Management’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Fort Vancouver Investment Management’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	$40.7K	Hold	780	–	–	0.02%	40
2026 Q1	$35.4K	Hold	780	–	–	0.02%	39
2025 Q4	$34.8K	Buy	780 +7	+0.9%	+$309	0.02%	38
2025 Q3	$33.9K	Hold	773	–	–	0.02%	38
2025 Q2	$32.1K	Buy	773 +49	+7%	+$1.93K	0.02%	37
2025 Q1	$28.3K	Buy	724 +103	+17%	+$4.29K	0.02%	39
2024 Q4	$26K	Hold	621	–	–	0.02%	35
2024 Q3	$26.3K	Hold	621	–	–	0.02%	36
2024 Q2	$24.6K	Buy	+621	New	+$24.6K	0.02%	36

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

Fort Vancouver Investment Management's XJH Position: Q2 2026 in Review

Fort Vancouver Investment Management held its iShares ESG Screened S&P Mid-Cap ETF (XJH) position steady in Q2 2026 at 780 shares worth $40.7K. The position accounts for 0.02% of the portfolio, ranked #40.

Fort Vancouver Investment Management first reported a position in XJH in Q2 2024 and has held it in 9 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

Fort Vancouver Investment Management held 780 shares of iShares ESG Screened S&P Mid-Cap ETF worth $40.7K as of Q2 2026.
Fort Vancouver Investment Management left its iShares ESG Screened S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares ESG Screened S&P Mid-Cap ETF made up 0.02% of Fort Vancouver Investment Management's portfolio in Q2 2026, its #40 holding.
Fort Vancouver Investment Management first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Fort Vancouver Investment Management's 13F filing for Q2 2026, filed 30 Jul 2026.