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

Gould Asset 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 		$1.88M Buy
35,965
+1,905
+6% +$94.2K 0.3% 44
2026
Q1 		$1.55M Buy
34,060
+2,250
+7% +$105K 0.27% 50
2025
Q4 		$1.42M Sell
31,810
-420
-1% -$18.5K 0.25% 49
2025
Q3 		$1.41M Sell
32,230
-40
-0.1% -$1.72K 0.26% 47
2025
Q2 		$1.34M Sell
32,270
-235
-0.7% -$9.24K 0.26% 48
2025
Q1 		$1.27M Sell
32,505
-205
-0.6% -$8.54K 0.26% 46
2024
Q4 		$1.37M Sell
32,710
-910
-3% -$39.4K 0.29% 45
2024
Q3 		$1.42M Sell
33,620
-1,005
-3% -$41K 0.3% 41
2024
Q2 		$1.37M Buy
34,625
+180
+0.5% +$7.13K 0.32% 42
2024
Q1 		$1.42M Buy
34,445
+2,535
+8% +$97.5K 0.34% 38
2023
Q4 		$1.2M Buy
31,910
+3,780
+13% +$130K 0.31% 38
2023
Q3 		$953K Buy
28,130
+1,500
+6% +$53.4K 0.27% 41
2023
Q2 		$949K Buy
26,630
+1,740
+7% +$58.7K 0.26% 41
2023
Q1 		$846K Buy
24,890
+340
+1% +$11.8K 0.24% 46
2022
Q4 		$805K Buy
24,550
+13,315
+119% +$436K 0.24% 51
2022
Q3 		$334K Buy
+11,235
New +$367K 0.11% 90

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
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
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
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Gould Asset Management's XJH Position: Q2 2026 in Review

Gould Asset Management increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 5.6% in Q2 2026, buying an estimated $94.2K and bringing the position to 35,965 shares worth $1.88M. The position accounts for 0.3% of the portfolio, ranked #44.

Gould Asset Management first reported a position in XJH in Q3 2022 and has held it in 16 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Gould Asset Management held 35,965 shares of iShares ESG Screened S&P Mid-Cap ETF worth $1.88M as of Q2 2026.
  • Gould Asset Management bought 1,905 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $94.2K.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.3% of Gould Asset Management's portfolio in Q2 2026, its #44 holding.
  • Gould Asset Management first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Gould Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.