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XJH icon

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

Integrated Wealth Concepts’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 		$1.08M Buy
20,681
+5,953
+40% +$294K 0.01% 1300
2026
Q1 		$668K Buy
14,728
+5,629
+62% +$264K 0.01% 1364
2025
Q4 		$406K Sell
9,099
-4,407
-33% -$194K ﹤0.01% 1180
2025
Q3 		$592K Buy
13,506
+2,167
+19% +$93.4K 0.01% 1262
2025
Q2 		$471K Buy
11,339
+2,373
+26% +$93.3K ﹤0.01% 1315
2025
Q1 		$350K Buy
8,966
+2,725
+44% +$114K ﹤0.01% 1314
2024
Q4 		$261K Buy
6,241
+1,451
+30% +$62.7K ﹤0.01% 1450
2024
Q3 		$203K Buy
+4,790
New +$195K ﹤0.01% 1554

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

Integrated Wealth Concepts's XJH Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 40% in Q2 2026, buying an estimated $294K and bringing the position to 20,681 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #1300.

Integrated Wealth Concepts first reported a position in XJH in Q3 2024 and has held it in 8 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Integrated Wealth Concepts held 20,681 shares of iShares ESG Screened S&P Mid-Cap ETF worth $1.08M as of Q2 2026.
  • Integrated Wealth Concepts bought 5,953 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $294K.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1300 holding.
  • Integrated Wealth Concepts first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.