GenWealth Group’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

GenWealth Group’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 Q1	–	Sell	-18,545	Closed	-$700K	–	74
2023 Q4	$700K	Buy	+18,545	New	+$637K	0.19%	46
2023 Q3	–	Sell	-17,213	Closed	-$613K	–	72
2023 Q2	$613K	Buy	+17,213	New	+$581K	0.18%	48
2023 Q1	–	Sell	-18,104	Closed	-$594K	–	74
2022 Q4	$594K	Buy	+18,104	New	+$592K	0.19%	44
2022 Q2	–	Sell	-11,402	Closed	-$417K	–	72
2022 Q1	$417K	Buy	+11,402	New	+$415K	0.12%	47

Other funds holding XJH

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

GenWealth Group's XJH Position: Q1 2024 in Review

GenWealth Group sold out of iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q1 2024, closing a stake of 18,545 shares — an estimated $700K sold.

GenWealth Group first reported a position in XJH in Q1 2022 and held it in 4 quarters. The position peaked at $700K in Q4 2023. 107 funds tracked by Wall St. Rank hold XJH as of Q1 2024.

GenWealth Group reported no remaining iShares ESG Screened S&P Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
GenWealth Group sold 18,545 iShares ESG Screened S&P Mid-Cap ETF shares in Q1 2024, an estimated $700K.
GenWealth Group first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2022 and held it in 4 quarters.
GenWealth Group's iShares ESG Screened S&P Mid-Cap ETF position peaked at $700K in Q4 2023.
107 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q1 2024.

Based on GenWealth Group's 13F filing for Q1 2024, filed 11 Apr 2024.