Heritage Family Offices’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Heritage Family Offices’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	$288K	Buy	+5,532	New	+$274K	0.11%	156

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

Heritage Family Offices's XJH Position: Q2 2026 in Review

Heritage Family Offices opened a new position in iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q2 2026: 5,532 shares worth $288K. The stake represents 0.11% of the portfolio and ranks #156 among its holdings.

194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

Heritage Family Offices held 5,532 shares of iShares ESG Screened S&P Mid-Cap ETF worth $288K as of Q2 2026.
iShares ESG Screened S&P Mid-Cap ETF was a new Heritage Family Offices position in Q2 2026.
iShares ESG Screened S&P Mid-Cap ETF made up 0.11% of Heritage Family Offices's portfolio in Q2 2026, its #156 holding.
194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.