Koss-Olinger Consulting’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Koss-Olinger Consulting’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	$7.3M	Buy	140,062 +4,170	+3%	+$206K	0.56%	15
2026 Q1	$6.17M	Buy	135,892 +822	+0.6%	+$38.5K	0.52%	27
2025 Q4	$6.03M	Sell	135,070 -195	-0.1%	-$8.6K	0.47%	26
2025 Q3	$5.61M	Hold	135,265	–	–	0.46%	31
2025 Q2	$5.61M	Sell	135,265 -13,927	-9%	-$547K	0.46%	31
2025 Q1	$5.83M	Buy	149,192 +2,030	+1%	+$84.6K	0.49%	29
2024 Q4	$6.16M	Buy	147,162 +1,241	+0.9%	+$53.7K	0.54%	33
2024 Q3	$6.17M	Buy	145,921 +4,122	+3%	+$168K	0.54%	30
2024 Q2	$5.61M	Buy	+141,799	New	+$5.62M	0.52%	28
2024 Q1	–	Sell	-120,568	Closed	-$4.55M	–	324
2023 Q4	$4.55M	Buy	120,568 +19,554	+19%	+$672K	0.45%	31
2023 Q3	$3.42M	Buy	+101,014	New	+$3.6M	0.5%	30

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Koss-Olinger Consulting's XJH Position: Q2 2026 in Review

Koss-Olinger Consulting increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 3.1% in Q2 2026, buying an estimated $206K and bringing the position to 140,062 shares worth $7.3M. The position accounts for 0.56% of the portfolio, ranked #15.

Koss-Olinger Consulting first reported a position in XJH in Q3 2023 and has held it in 11 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

Koss-Olinger Consulting held 140,062 shares of iShares ESG Screened S&P Mid-Cap ETF worth $7.3M as of Q2 2026.
Koss-Olinger Consulting bought 4,170 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $206K.
iShares ESG Screened S&P Mid-Cap ETF made up 0.56% of Koss-Olinger Consulting's portfolio in Q2 2026, its #15 holding.
Koss-Olinger Consulting first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q3 2023 and has held it in 11 quarters since.
194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.