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Laurel Wealth Planning’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Laurel Wealth Planning’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 		$218K Buy
+4,174
New +$206K 0.1% 64
2022
Q1 		– Sell
-46,869
Closed -$1.82M – 280
2021
Q4 		$1.82M Buy
46,869
+41,444
+764% +$1.58M 1.38% 23
2021
Q3 		$196K Buy
+5,425
New +$201K 0.16% 61

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

Laurel Wealth Planning's XJH Position: Q2 2026 in Review

Laurel Wealth Planning opened a new position in iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q2 2026: 4,174 shares worth $218K. The stake represents 0.1% of the portfolio and ranks #64 among its holdings. This is a return to the name: Laurel Wealth Planning previously reported a position in XJH as recently as Q4 2021.

Laurel Wealth Planning first reported a position in XJH in Q3 2021 and has held it in 3 quarters since. The position peaked at $1.82M in Q4 2021. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Laurel Wealth Planning held 4,174 shares of iShares ESG Screened S&P Mid-Cap ETF worth $218K as of Q2 2026.
  • iShares ESG Screened S&P Mid-Cap ETF was a new Laurel Wealth Planning position in Q2 2026.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.1% of Laurel Wealth Planning's portfolio in Q2 2026, its #64 holding.
  • Laurel Wealth Planning first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q3 2021 and has held it in 3 quarters since.
  • Laurel Wealth Planning's iShares ESG Screened S&P Mid-Cap ETF position peaked at $1.82M in Q4 2021.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Laurel Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.