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

IFP 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 		$10.9K Sell
209
-41
-16% -$2.03K ﹤0.01% 3344
2026
Q1 		$11.3K Hold
250
– – ﹤0.01% 3094
2025
Q4 		$11.2K Buy
250
+53
+27% +$2.34K ﹤0.01% 3002
2025
Q3 		$8.64K Sell
197
-75
-28% -$3.23K ﹤0.01% 2978
2025
Q2 		$11.3K Buy
272
+41
+18% +$1.61K ﹤0.01% 2838
2025
Q1 		$9.03K Buy
231
+75
+48% +$3.12K ﹤0.01% 2616
2024
Q4 		$6.53K Hold
156
– – ﹤0.01% 2696
2024
Q3 		$6.6K Sell
156
-3
-2% -$122 ﹤0.01% 2576
2024
Q2 		$6.29K Buy
159
+93
+141% +$3.69K ﹤0.01% 2496
2024
Q1 		$2.71K Buy
+66
New +$2.54K ﹤0.01% 2616
2023
Q1 		– Sell
-48,687
Closed -$1.21M – 4460
2022
Q4 		$1.21M Buy
48,687
+48,052
+7,567% +$1.57M 0.03% 548
2022
Q3 		$16K Buy
+635
New +$20.8K ﹤0.01% 3305

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

IFP Advisors's XJH Position: Q2 2026 in Review

IFP Advisors reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 16% in Q2 2026, selling an estimated $2.03K and leaving 209 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3344.

IFP Advisors first reported a position in XJH in Q3 2022 and has held it in 12 quarters since. The position peaked at $1.21M in Q4 2022. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • IFP Advisors held 209 shares of iShares ESG Screened S&P Mid-Cap ETF worth $10.9K as of Q2 2026.
  • IFP Advisors sold 41 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $2.03K.
  • iShares ESG Screened S&P Mid-Cap ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3344 holding.
  • IFP Advisors first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q3 2022 and has held it in 12 quarters since.
  • IFP Advisors's iShares ESG Screened S&P Mid-Cap ETF position peaked at $1.21M in Q4 2022.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.