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Fortis Capital Management’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Fortis Capital 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
2024
Q2 		– Sell
-21,096
Closed -$867K – 133
2024
Q1 		$867K Buy
21,096
+53
+0.3% +$2.04K 0.23% 70
2023
Q4 		$794K Buy
21,043
+434
+2% +$14.9K 0.2% 95
2023
Q3 		$698K Buy
20,609
+4,310
+26% +$153K 0.22% 85
2023
Q2 		$581K Sell
16,299
-2,345
-13% -$79.1K 0.21% 67
2023
Q1 		$634K Buy
18,644
+1,135
+6% +$39.3K 0.26% 61
2022
Q4 		$574K Buy
17,509
+3,149
+22% +$103K 0.43% 52
2022
Q3 		$427K Buy
14,360
+2,610
+22% +$85.3K 0.36% 66
2022
Q2 		$359K Buy
11,750
+3,732
+47% +$125K 0.35% 66
2022
Q1 		$293K Buy
+8,018
New +$292K 0.15% 66

Other funds holding XJH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Fortis Capital Management's XJH Position: Q2 2024 in Review

Fortis Capital Management sold out of iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q2 2024, closing a stake of 21,096 shares — an estimated $867K sold.

Fortis Capital Management first reported a position in XJH in Q1 2022 and held it in 9 quarters. The position peaked at $867K in Q1 2024. 113 funds tracked by Wall St. Rank hold XJH as of Q2 2024.

  • Fortis Capital Management reported no remaining iShares ESG Screened S&P Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Fortis Capital Management sold 21,096 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2024, an estimated $867K.
  • Fortis Capital Management first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2022 and held it in 9 quarters.
  • Fortis Capital Management's iShares ESG Screened S&P Mid-Cap ETF position peaked at $867K in Q1 2024.
  • 113 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2024.

Based on Fortis Capital Management's 13F filing for Q2 2024, filed 23 Jul 2024.