KFI
XJH icon

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

Key Financial Inc’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 		$17.2K Hold
330
– – ﹤0.01% 753
2026
Q1 		$15K Hold
330
– – ﹤0.01% 790
2025
Q4 		$14.7K Hold
330
– – ﹤0.01% 789
2025
Q3 		$14.5K Hold
330
– – ﹤0.01% 788
2025
Q2 		$13.7K Hold
330
– – ﹤0.01% 770
2025
Q1 		$12.9K Hold
330
– – ﹤0.01% 756
2024
Q4 		$13.8K Buy
+330
New +$14.3K ﹤0.01% 747

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

Key Financial Inc's XJH Position: Q2 2026 in Review

Key Financial Inc held its iShares ESG Screened S&P Mid-Cap ETF (XJH) position steady in Q2 2026 at 330 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #753.

Key Financial Inc first reported a position in XJH in Q4 2024 and has held it in 7 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Key Financial Inc held 330 shares of iShares ESG Screened S&P Mid-Cap ETF worth $17.2K as of Q2 2026.
  • Key Financial Inc left its iShares ESG Screened S&P Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares ESG Screened S&P Mid-Cap ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #753 holding.
  • Key Financial Inc first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.