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Fortress Financial Solutions’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Fortress Financial Solutions’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
Q1 		$296K Buy
6,520
+968
+17% +$45.3K 0.31% 49
2025
Q4 		$248K Sell
5,552
-158
-3% -$6.97K 0.25% 51
2025
Q3 		$250K Sell
5,710
-513
-8% -$22.1K 0.27% 52
2025
Q2 		$258K Buy
+6,223
New +$245K 0.32% 56

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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 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
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
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Fortress Financial Solutions's XJH Position: Q1 2026 in Review

Fortress Financial Solutions increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 17% in Q1 2026, buying an estimated $45.3K and bringing the position to 6,520 shares worth $296K. The position accounts for 0.31% of the portfolio, ranked #49.

Fortress Financial Solutions first reported a position in XJH in Q2 2025 and has held it in 4 quarters since. 180 funds tracked by Wall St. Rank hold XJH as of Q1 2026.

  • Fortress Financial Solutions held 6,520 shares of iShares ESG Screened S&P Mid-Cap ETF worth $296K as of Q1 2026.
  • Fortress Financial Solutions bought 968 iShares ESG Screened S&P Mid-Cap ETF shares in Q1 2026, an estimated $45.3K.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.31% of Fortress Financial Solutions's portfolio in Q1 2026, its #49 holding.
  • Fortress Financial Solutions first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • 180 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q1 2026.

Based on Fortress Financial Solutions's 13F filing for Q1 2026, filed 4 May 2026.