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

Hilltop Wealth 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
Q2 		$2.18M Sell
41,740
-2,053
-5% -$102K 1.08% 23
2026
Q1 		$1.99M Sell
43,793
-509
-1% -$23.8K 1.19% 22
2025
Q4 		$1.98M Buy
44,302
+580
+1% +$25.6K 0.99% 25
2025
Q3 		$1.92M Sell
43,722
-532
-1% -$22.9K 1% 25
2025
Q2 		$1.84M Buy
44,254
+1,207
+3% +$47.4K 1.03% 22
2025
Q1 		$1.68M Sell
43,047
-806
-2% -$33.6K 0.95% 23
2024
Q4 		$1.83M Sell
43,853
-4,400
-9% -$190K 0.93% 22
2024
Q3 		$2.04M Buy
48,253
+36,877
+324% +$1.5M 0.95% 22
2024
Q2 		$450K Sell
11,376
-90
-0.8% -$3.57K 0.23% 36
2024
Q1 		$471K Sell
11,466
-4,707
-29% -$181K 0.24% 36
2023
Q4 		$610K Buy
16,173
+2,218
+16% +$76.2K 0.35% 28
2023
Q3 		$473K Buy
13,955
+1,362
+11% +$48.5K 0.37% 26
2023
Q2 		$449K Buy
+12,593
New +$425K 0.33% 27

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

Hilltop Wealth Advisors's XJH Position: Q2 2026 in Review

Hilltop Wealth Advisors reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 4.7% in Q2 2026, selling an estimated $102K and leaving 41,740 shares worth $2.18M. The position accounts for 1.08% of the portfolio, ranked #23.

Hilltop Wealth Advisors first reported a position in XJH in Q2 2023 and has held it in 13 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Hilltop Wealth Advisors held 41,740 shares of iShares ESG Screened S&P Mid-Cap ETF worth $2.18M as of Q2 2026.
  • Hilltop Wealth Advisors sold 2,053 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $102K.
  • iShares ESG Screened S&P Mid-Cap ETF made up 1.08% of Hilltop Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • Hilltop Wealth Advisors first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Hilltop Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.