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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

JNBA Financial Advisors's XJH Position: Q1 2026 in Review

JNBA Financial Advisors reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 5.3% in Q1 2026, selling an estimated $227K and leaving 86,178 shares worth $3.91M. The position accounts for 0.33% of the portfolio, ranked #46.

JNBA Financial Advisors first reported a position in XJH in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.06M in Q4 2025. 179 funds tracked by Wall St. Rank hold XJH as of Q1 2026.

  • JNBA Financial Advisors held 86,178 shares of iShares ESG Screened S&P Mid-Cap ETF worth $3.91M as of Q1 2026.
  • JNBA Financial Advisors sold 4,841 iShares ESG Screened S&P Mid-Cap ETF shares in Q1 2026, an estimated $227K.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.33% of JNBA Financial Advisors's portfolio in Q1 2026, its #46 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 22 quarters since.
  • JNBA Financial Advisors's iShares ESG Screened S&P Mid-Cap ETF position peaked at $4.06M in Q4 2025.
  • 179 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.