Kestra Advisory Services’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Kestra Advisory Services’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	$243K	Buy	+4,664	New	+$231K	﹤0.01%	2957
2026 Q1	–	Sell	-4,529	Closed	-$202K	–	4423
2025 Q4	$202K	Buy	+4,529	New	+$200K	﹤0.01%	2880
2023 Q2	–	Sell	-6,212	Closed	-$211K	–	2202
2023 Q1	$211K	Sell	6,212 -69	-1%	-$2.39K	﹤0.01%	1807
2022 Q4	$206K	Buy	+6,281	New	+$206K	﹤0.01%	2007

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

Kestra Advisory Services's XJH Position: Q2 2026 in Review

Kestra Advisory Services opened a new position in iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q2 2026: 4,664 shares worth $243K. The stake represents ﹤0.01% of the portfolio and ranks #2957 among its holdings. This is a return to the name: Kestra Advisory Services previously reported a position in XJH as recently as Q4 2025.

Kestra Advisory Services first reported a position in XJH in Q4 2022 and has held it in 4 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

Kestra Advisory Services held 4,664 shares of iShares ESG Screened S&P Mid-Cap ETF worth $243K as of Q2 2026.
iShares ESG Screened S&P Mid-Cap ETF was a new Kestra Advisory Services position in Q2 2026.
iShares ESG Screened S&P Mid-Cap ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2957 holding.
Kestra Advisory Services first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2022 and has held it in 4 quarters since.
194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.