Kistler-Tiffany Companies’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Kistler-Tiffany Companies’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
2023 Q2	$158K	Hold	4,448	–	–	0.03%	340
2023 Q1	$151K	Buy	4,448 +903	+25%	+$31.3K	0.03%	303
2022 Q4	$116K	Hold	3,545	–	–	0.02%	320
2022 Q3	$105K	Hold	3,545	–	–	0.02%	276
2022 Q2	$108K	Buy	3,545 +156	+5%	+$5.21K	0.02%	278
2022 Q1	$124K	Buy	3,389 +1,592	+89%	+$57.9K	0.02%	271
2021 Q4	$70K	Hold	1,797	–	–	0.01%	338
2021 Q3	$65K	Buy	1,797 +803	+81%	+$29.7K	0.01%	340
2021 Q2	$37K	Buy	+994	New	+$37K	0.01%	403

Other funds holding XJH

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Kistler-Tiffany Companies's XJH Position: Q2 2023 in Review

Kistler-Tiffany Companies held its iShares ESG Screened S&P Mid-Cap ETF (XJH) position steady in Q2 2023 at 4,448 shares worth $158K. The position accounts for 0.03% of the portfolio, ranked #340.

Kistler-Tiffany Companies first reported a position in XJH in Q2 2021 and has held it in 9 quarters since. 85 funds tracked by Wall St. Rank hold XJH as of Q2 2023.

Kistler-Tiffany Companies held 4,448 shares of iShares ESG Screened S&P Mid-Cap ETF worth $158K as of Q2 2023.
Kistler-Tiffany Companies left its iShares ESG Screened S&P Mid-Cap ETF share count unchanged in Q2 2023.
iShares ESG Screened S&P Mid-Cap ETF made up 0.03% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #340 holding.
Kistler-Tiffany Companies first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2021 and has held it in 9 quarters since.
85 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.