JY
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Jeff Yass’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Jeff Yass’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 		$1.25M Buy
+24,000
New +$1.19M ﹤0.01% 7614
2026
Q1 		– Sell
-25,869
Closed -$1.16M – 14243
2025
Q4 		$1.16M Buy
25,869
+16,911
+189% +$746K ﹤0.01% 6861
2025
Q3 		$393K Sell
8,958
-4,909
-35% -$212K ﹤0.01% 9517
2025
Q2 		$575K Buy
13,867
+7,737
+126% +$304K ﹤0.01% 8845
2025
Q1 		$239K Sell
6,130
-17,869
-74% -$744K ﹤0.01% 10566
2024
Q4 		$1M Buy
+23,999
New +$1.04M ﹤0.01% 6927
2024
Q2 		– Sell
-28,547
Closed -$1.17M – 13368
2024
Q1 		$1.17M Buy
+28,547
New +$1.1M ﹤0.01% 6504
2023
Q4 		– Sell
-7,639
Closed -$259K – 13421
2023
Q3 		$259K Sell
7,639
-16,020
-68% -$570K ﹤0.01% 9676
2023
Q2 		$843K Buy
23,659
+9,211
+64% +$311K ﹤0.01% 7088
2023
Q1 		$491K Buy
14,448
+7,922
+121% +$274K ﹤0.01% 8613
2022
Q4 		$214K Sell
6,526
-18,718
-74% -$612K ﹤0.01% 9963
2022
Q3 		$751K Buy
+25,244
New +$825K ﹤0.01% 7380

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

Jeff Yass's XJH Position: Q2 2026 in Review

Jeff Yass opened a new position in iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q2 2026: 24,000 shares worth $1.25M. The stake represents ﹤0.01% of the portfolio and ranks #7614 among its holdings. This is a return to the name: Jeff Yass previously reported a position in XJH as recently as Q4 2025.

Jeff Yass first reported a position in XJH in Q3 2022 and has held it in 12 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Jeff Yass held 24,000 shares of iShares ESG Screened S&P Mid-Cap ETF worth $1.25M as of Q2 2026.
  • iShares ESG Screened S&P Mid-Cap ETF was a new Jeff Yass position in Q2 2026.
  • iShares ESG Screened S&P Mid-Cap ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #7614 holding.
  • Jeff Yass first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q3 2022 and has held it in 12 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.