Heritage Wealth Management (Arizona)’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$387K	Buy	11,812 +5,865	+99%	+$192K	0.06%	263
2022 Q3	$177K	Sell	5,947 -372	-6%	-$12.2K	0.06%	250
2022 Q2	$193K	Sell	6,319 -529	-8%	-$17.7K	0.06%	240
2022 Q1	$250K	Buy	+6,848	New	+$249K	0.07%	229
2021 Q3	$155K	Buy	4,291 +658	+18%	+$24.4K	0.06%	260
2021 Q2	$135K	Buy	3,633 +1,030	+40%	+$38.4K	0.05%	288
2021 Q1	$94K	Buy	+2,603	New	+$89.8K	0.05%	256

Other funds holding XJH

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 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

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

MWM

Mascoma Wealth Management Hanover, New Hampshire $484M AUM 11.69% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s XJH Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 99% in Q4 2022, buying an estimated $192K and bringing the position to 11,812 shares worth $387K. The position accounts for 0.06% of the portfolio, ranked #263.

Heritage Wealth Management (Arizona) first reported a position in XJH in Q1 2021 and has held it in 7 quarters since. 73 funds tracked by Wall St. Rank hold XJH as of Q4 2022.

Heritage Wealth Management (Arizona) held 11,812 shares of iShares ESG Screened S&P Mid-Cap ETF worth $387K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 5,865 iShares ESG Screened S&P Mid-Cap ETF shares in Q4 2022, an estimated $192K.
iShares ESG Screened S&P Mid-Cap ETF made up 0.06% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #263 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2021 and has held it in 7 quarters since.
73 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.