L & S Advisors’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

L & S Advisors’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	–	Sell	-15,049	Closed	-$512K	–	362
2023 Q1	$512K	Buy	+15,049	New	+$521K	0.07%	206

Other funds holding XJH

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

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

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

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

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

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

L & S Advisors's XJH Position: Q2 2023 in Review

L & S Advisors sold out of iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q2 2023, closing a stake of 15,049 shares — an estimated $512K sold.

L & S Advisors first reported a position in XJH in Q1 2023 and held it in 1 quarter. The position peaked at $512K in Q1 2023. 85 funds tracked by Wall St. Rank hold XJH as of Q2 2023.

L & S Advisors reported no remaining iShares ESG Screened S&P Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
L & S Advisors sold 15,049 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2023, an estimated $512K.
L & S Advisors first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2023 and held it in 1 quarter.
L & S Advisors's iShares ESG Screened S&P Mid-Cap ETF position peaked at $512K in Q1 2023.
85 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2023.

Based on L & S Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.