HighTower Advisors
XJH icon

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

HighTower 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
Q1 		$1.39M Buy
30,660
+2,275
+8% +$107K ﹤0.01% 1965
2025
Q4 		$1.27M Buy
28,385
+469
+2% +$20.7K ﹤0.01% 1963
2025
Q3 		$1.22M Sell
27,916
-1,204
-4% -$51.9K ﹤0.01% 1960
2025
Q2 		$1.21M Buy
29,120
+851
+3% +$33.5K ﹤0.01% 1883
2025
Q1 		$1.1M Sell
28,269
-18,734
-40% -$780K ﹤0.01% 1899
2024
Q4 		$1.97M Buy
47,003
+12,847
+38% +$556K ﹤0.01% 1527
2024
Q3 		$1.44M Sell
34,156
-3,255
-9% -$133K ﹤0.01% 1702
2024
Q2 		$1.48M Buy
37,411
+6,176
+20% +$245K ﹤0.01% 1617
2024
Q1 		$1.28M Sell
31,235
-2,173
-7% -$83.6K ﹤0.01% 1667
2023
Q4 		$1.26M Buy
33,408
+387
+1% +$13.3K ﹤0.01% 1722
2023
Q3 		$1.11M Buy
33,021
+74
+0.2% +$2.63K ﹤0.01% 1704
2023
Q2 		$1.17M Buy
32,947
+729
+2% +$24.6K ﹤0.01% 1666
2023
Q1 		$1.09M Buy
32,218
+152
+0.5% +$5.26K ﹤0.01% 1620
2022
Q4 		$1.05M Buy
32,066
+218
+0.7% +$7.13K ﹤0.01% 1647
2022
Q3 		$945K Buy
31,848
+206
+0.7% +$6.73K ﹤0.01% 1638
2022
Q2 		$966K Buy
31,642
+432
+1% +$14.4K ﹤0.01% 1659
2022
Q1 		$1.14M Sell
31,210
-4,284
-12% -$156K ﹤0.01% 1682
2021
Q4 		$1.38M Buy
+35,494
New +$1.36M ﹤0.01% 1583

Other funds holding XJH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 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 $1.19B AUM 15.91% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

HighTower Advisors's XJH Position: Q1 2026 in Review

HighTower Advisors increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 8% in Q1 2026, buying an estimated $107K and bringing the position to 30,660 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1965.

HighTower Advisors first reported a position in XJH in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.97M in Q4 2024. 179 funds tracked by Wall St. Rank hold XJH as of Q1 2026.

  • HighTower Advisors held 30,660 shares of iShares ESG Screened S&P Mid-Cap ETF worth $1.39M as of Q1 2026.
  • HighTower Advisors bought 2,275 iShares ESG Screened S&P Mid-Cap ETF shares in Q1 2026, an estimated $107K.
  • iShares ESG Screened S&P Mid-Cap ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #1965 holding.
  • HighTower Advisors first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • HighTower Advisors's iShares ESG Screened S&P Mid-Cap ETF position peaked at $1.97M in Q4 2024.
  • 179 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.