HI
XJH icon

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

Harbour Investments’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 		$7.13M Buy
136,740
+12,696
+10% +$628K 0.1% 198
2026
Q1 		$5.63M Buy
124,044
+11,537
+10% +$540K 0.09% 218
2025
Q4 		$5.02M Buy
112,507
+84,041
+295% +$3.71M 0.1% 193
2025
Q3 		$1.25M Buy
28,466
+1,580
+6% +$68.1K 0.03% 488
2025
Q2 		$1.12M Buy
26,886
+7,491
+39% +$294K 0.03% 496
2025
Q1 		$758K Buy
19,395
+3,938
+25% +$164K 0.02% 575
2024
Q4 		$647K Buy
15,457
+498
+3% +$21.5K 0.02% 621
2024
Q3 		$633K Buy
14,959
+12,759
+580% +$520K 0.02% 583
2024
Q2 		$87.1K Hold
2,200
– – ﹤0.01% 1298
2024
Q1 		$90.4K Hold
2,200
– – ﹤0.01% 1258
2023
Q4 		$83K Hold
2,200
– – ﹤0.01% 1212
2023
Q3 		$74.5K Hold
2,200
– – ﹤0.01% 1162
2023
Q2 		$78.4K Sell
2,200
-1,841
-46% -$62.1K ﹤0.01% 1156
2023
Q1 		$137K Hold
4,041
– – 0.01% 913
2022
Q4 		$133K Buy
+4,041
New +$132K 0.01% 895

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

Harbour Investments's XJH Position: Q2 2026 in Review

Harbour Investments increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 10% in Q2 2026, buying an estimated $628K and bringing the position to 136,740 shares worth $7.13M. The position accounts for 0.1% of the portfolio, ranked #198.

Harbour Investments first reported a position in XJH in Q4 2022 and has held it in 15 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Harbour Investments held 136,740 shares of iShares ESG Screened S&P Mid-Cap ETF worth $7.13M as of Q2 2026.
  • Harbour Investments bought 12,696 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $628K.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.1% of Harbour Investments's portfolio in Q2 2026, its #198 holding.
  • Harbour Investments first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.