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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 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

Hilltop Wealth Advisors's XJH Position: Q1 2026 in Review

Hilltop Wealth Advisors reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 1.1% in Q1 2026, selling an estimated $23.8K and leaving 43,793 shares worth $1.99M. The position accounts for 1.19% of the portfolio, ranked #22.

Hilltop Wealth Advisors first reported a position in XJH in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.04M in Q3 2024. 179 funds tracked by Wall St. Rank hold XJH as of Q1 2026.

Hilltop Wealth Advisors held 43,793 shares of iShares ESG Screened S&P Mid-Cap ETF worth $1.99M as of Q1 2026.
Hilltop Wealth Advisors sold 509 iShares ESG Screened S&P Mid-Cap ETF shares in Q1 2026, an estimated $23.8K.
iShares ESG Screened S&P Mid-Cap ETF made up 1.19% of Hilltop Wealth Advisors's portfolio in Q1 2026, its #22 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 12 quarters since.
Hilltop Wealth Advisors's iShares ESG Screened S&P Mid-Cap ETF position peaked at $2.04M in Q3 2024.
179 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q1 2026.

Based on Hilltop Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.