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

Larson Financial Group’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 		$169K Sell
3,245
-573
-15% -$28.3K ﹤0.01% 919
2026
Q1 		$173K Buy
3,818
+12
+0.3% +$562 0.01% 768
2025
Q4 		$170K Buy
3,806
+1,264
+50% +$55.7K 0.01% 745
2025
Q3 		$111K Buy
2,542
+2
+0.1% +$86 ﹤0.01% 864
2025
Q2 		$105K Buy
2,540
+25
+1% +$983 ﹤0.01% 834
2025
Q1 		$98.2K Buy
2,515
+245
+11% +$10.2K ﹤0.01% 805
2024
Q4 		$95K Buy
2,270
+71
+3% +$3.07K ﹤0.01% 741
2024
Q3 		$93K Buy
2,199
+533
+32% +$21.7K 0.01% 747
2024
Q2 		$65.9K Buy
1,666
+1,205
+261% +$47.7K ﹤0.01% 743
2024
Q1 		$18.9K Buy
461
+75
+19% +$2.88K ﹤0.01% 900
2023
Q4 		$14.6K Buy
386
+1
+0.3% +$34 ﹤0.01% 922
2023
Q3 		$13.1K Hold
385
– – ﹤0.01% 928
2023
Q2 		$13.7K Buy
385
+109
+39% +$3.68K ﹤0.01% 841
2023
Q1 		$9.38K Buy
276
+87
+46% +$3.01K ﹤0.01% 938
2022
Q4 		$6.19K Buy
189
+17
+10% +$556 ﹤0.01% 987
2022
Q3 		$5K Buy
+172
New +$5.62K ﹤0.01% 976

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

Larson Financial Group's XJH Position: Q2 2026 in Review

Larson Financial Group reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 15% in Q2 2026, selling an estimated $28.3K and leaving 3,245 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #919.

Larson Financial Group first reported a position in XJH in Q3 2022 and has held it in 16 quarters since. The position peaked at $173K in Q1 2026. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Larson Financial Group held 3,245 shares of iShares ESG Screened S&P Mid-Cap ETF worth $169K as of Q2 2026.
  • Larson Financial Group sold 573 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $28.3K.
  • iShares ESG Screened S&P Mid-Cap ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #919 holding.
  • Larson Financial Group first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • Larson Financial Group's iShares ESG Screened S&P Mid-Cap ETF position peaked at $173K in Q1 2026.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.