J.W. Burns & Co’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

J.W. Burns & Co’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	$227K	Buy	+4,350	New	+$215K	0.02%	182

Other funds holding XJH

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

Wealth Enhancement Advisory Services

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

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

J.W. Burns & Co's XJH Position: Q2 2026 in Review

J.W. Burns & Co opened a new position in iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q2 2026: 4,350 shares worth $227K. The stake represents 0.02% of the portfolio and ranks #182 among its holdings.

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

J.W. Burns & Co held 4,350 shares of iShares ESG Screened S&P Mid-Cap ETF worth $227K as of Q2 2026.
iShares ESG Screened S&P Mid-Cap ETF was a new J.W. Burns & Co position in Q2 2026.
iShares ESG Screened S&P Mid-Cap ETF made up 0.02% of J.W. Burns & Co's portfolio in Q2 2026, its #182 holding.
28 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.