IMA Advisory Services’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

IMA Advisory Services’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	$11.5M	Buy	+221,075	New	+$10.9M	0.72%	37

Other funds holding XJH

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Francis Financial $610M AUM 16.1% 1-Year Est. Return

IMA Advisory Services's XJH Position: Q2 2026 in Review

IMA Advisory Services opened a new position in iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q2 2026: 221,075 shares worth $11.5M. The stake represents 0.72% of the portfolio and ranks #37 among its holdings.

133 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

IMA Advisory Services held 221,075 shares of iShares ESG Screened S&P Mid-Cap ETF worth $11.5M as of Q2 2026.
iShares ESG Screened S&P Mid-Cap ETF was a new IMA Advisory Services position in Q2 2026.
iShares ESG Screened S&P Mid-Cap ETF made up 0.72% of IMA Advisory Services's portfolio in Q2 2026, its #37 holding.
133 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.