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

JNBA Financial 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	$4.32M	Sell	82,878 -3,300	-4%	-$163K	0.33%	44
2026 Q1	$3.91M	Sell	86,178 -4,841	-5%	-$227K	0.33%	46
2025 Q4	$4.06M	Buy	91,019 +9,235	+11%	+$407K	0.36%	43
2025 Q3	$3.59M	Buy	81,784 +658	+0.8%	+$28.4K	0.33%	44
2025 Q2	$3.37M	Sell	81,126 -5,262	-6%	-$207K	0.32%	46
2025 Q1	$3.38M	Buy	86,388 +8,065	+10%	+$336K	0.35%	42
2024 Q4	$3.28M	Buy	78,323 +7,464	+11%	+$323K	0.33%	45
2024 Q3	$3M	Buy	70,859 +4,762	+7%	+$194K	0.3%	47
2024 Q2	$2.62M	Buy	66,097 +4,768	+8%	+$189K	0.28%	49
2024 Q1	$2.52M	Buy	61,329 +9,995	+19%	+$384K	0.26%	52
2023 Q4	$1.94M	Buy	51,334 +2,624	+5%	+$90.2K	0.22%	69
2023 Q3	$1.65M	Buy	48,710 +1,869	+4%	+$66.6K	0.21%	71
2023 Q2	$1.67M	Buy	46,841 +3,498	+8%	+$118K	0.2%	70
2023 Q1	$1.47M	Buy	43,343 +3,513	+9%	+$122K	0.19%	79
2022 Q4	$1.31M	Buy	39,830 +2,498	+7%	+$81.7K	0.18%	80
2022 Q3	$1.11M	Buy	37,332 +3,086	+9%	+$101K	0.17%	83
2022 Q2	$1.05M	Buy	34,246 +3,511	+11%	+$117K	0.16%	86
2022 Q1	$1.12M	Buy	30,735 +528	+2%	+$19.2K	0.15%	88
2021 Q4	$1.17M	Buy	30,207 +5,522	+22%	+$211K	0.14%	90
2021 Q3	$892K	Buy	24,685 +9,433	+62%	+$349K	0.12%	96
2021 Q2	$566K	Buy	15,252 +3,940	+35%	+$147K	0.08%	113
2021 Q1	$407K	Buy	11,312 +7,136	+171%	+$246K	0.06%	131
2020 Q4	$133K	Buy	+4,176	New	+$122K	0.02%	193

Other funds holding XJH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

JNBA Financial Advisors's XJH Position: Q2 2026 in Review

JNBA Financial Advisors reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 3.8% in Q2 2026, selling an estimated $163K and leaving 82,878 shares worth $4.32M. The position accounts for 0.33% of the portfolio, ranked #44.

JNBA Financial Advisors first reported a position in XJH in Q4 2020 and has held it in 23 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

JNBA Financial Advisors held 82,878 shares of iShares ESG Screened S&P Mid-Cap ETF worth $4.32M as of Q2 2026.
JNBA Financial Advisors sold 3,300 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $163K.
iShares ESG Screened S&P Mid-Cap ETF made up 0.33% of JNBA Financial Advisors's portfolio in Q2 2026, its #44 holding.
JNBA Financial Advisors first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.