GHP Investment Advisors’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

GHP Investment Advisors’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	$35.8K	Buy	686 +2	+0.3%	+$99	﹤0.01%	619
2026 Q1	$31K	Buy	684 +1	+0.1%	+$47	﹤0.01%	630
2025 Q4	$30.5K	Buy	683 +3	+0.4%	+$132	﹤0.01%	585
2025 Q3	$29.8K	Buy	680 +2	+0.3%	+$86	﹤0.01%	579
2025 Q2	$28.1K	Buy	678 +2	+0.3%	+$79	﹤0.01%	583
2025 Q1	$26.4K	Buy	676 +2	+0.3%	+$83	﹤0.01%	568
2024 Q4	$28.2K	Buy	674 +3	+0.4%	+$130	﹤0.01%	560
2024 Q3	$28.4K	Buy	671 +2	+0.3%	+$82	﹤0.01%	578
2024 Q2	$26.5K	Buy	669 +2	+0.3%	+$79	﹤0.01%	560
2024 Q1	$27.4K	Buy	667 +1	+0.2%	+$38	﹤0.01%	547
2023 Q4	$25.1K	Buy	666 +3	+0.5%	+$103	﹤0.01%	549
2023 Q3	$21.8K	Buy	663 +3	+0.5%	+$107	﹤0.01%	593
2023 Q2	$23.8K	Buy	660 +2	+0.3%	+$67	﹤0.01%	570
2023 Q1	$22.4K	Buy	658 +2	+0.3%	+$69	﹤0.01%	573
2022 Q4	$21.5K	Buy	656 +247	+60%	+$8.08K	﹤0.01%	577
2022 Q3	$12K	Hold	409	–	–	﹤0.01%	649
2022 Q2	$12K	Buy	409 +2	+0.5%	+$67	﹤0.01%	655
2022 Q1	$15K	Buy	+407	New	+$14.8K	﹤0.01%	652

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

GHP Investment Advisors's XJH Position: Q2 2026 in Review

GHP Investment Advisors increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 0.29% in Q2 2026, buying an estimated $99 and bringing the position to 686 shares worth $35.8K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

GHP Investment Advisors first reported a position in XJH in Q1 2022 and has held it in 18 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

GHP Investment Advisors held 686 shares of iShares ESG Screened S&P Mid-Cap ETF worth $35.8K as of Q2 2026.
GHP Investment Advisors bought 2 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $99.
iShares ESG Screened S&P Mid-Cap ETF made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #619 holding.
GHP Investment Advisors first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.