Joel Adams & Associates’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Joel Adams & Associates’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	$331K	Sell	6,342 -121	-2%	-$5.98K	0.21%	53
2026 Q1	$293K	Sell	6,463 -1,777	-22%	-$83.2K	0.22%	52
2025 Q4	$368K	Sell	8,240 -240	-3%	-$10.6K	0.28%	46
2025 Q3	$372K	Buy	8,480 +24	+0.3%	+$1.03K	0.3%	47
2025 Q2	$351K	Buy	+8,456	New	+$332K	0.31%	42

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

Joel Adams & Associates's XJH Position: Q2 2026 in Review

Joel Adams & Associates reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 1.9% in Q2 2026, selling an estimated $5.98K and leaving 6,342 shares worth $331K. The position accounts for 0.21% of the portfolio, ranked #53.

Joel Adams & Associates first reported a position in XJH in Q2 2025 and has held it in 5 quarters since. The position peaked at $372K in Q3 2025. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

Joel Adams & Associates held 6,342 shares of iShares ESG Screened S&P Mid-Cap ETF worth $331K as of Q2 2026.
Joel Adams & Associates sold 121 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $5.98K.
iShares ESG Screened S&P Mid-Cap ETF made up 0.21% of Joel Adams & Associates's portfolio in Q2 2026, its #53 holding.
Joel Adams & Associates first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
Joel Adams & Associates's iShares ESG Screened S&P Mid-Cap ETF position peaked at $372K in Q3 2025.
194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Joel Adams & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.