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Litman Gregory Wealth Management’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Litman Gregory Wealth Management’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
2025
Q4 		$6.07M Buy
135,948
+1,661
+1% +$73.2K 0.44% 45
2025
Q3 		$5.89M Sell
134,287
-2,621
-2% -$113K 0.44% 44
2025
Q2 		$5.68M Buy
136,908
+12,962
+10% +$510K 0.45% 45
2025
Q1 		$4.84M Buy
+123,946
New +$5.16M 0.42% 46

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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 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
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Litman Gregory Wealth Management's XJH Position: Q4 2025 in Review

Litman Gregory Wealth Management increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 1.2% in Q4 2025, buying an estimated $73.2K and bringing the position to 135,948 shares worth $6.07M. The position accounts for 0.44% of the portfolio, ranked #45.

Litman Gregory Wealth Management first reported a position in XJH in Q1 2025 and has held it in 4 quarters since. 174 funds tracked by Wall St. Rank hold XJH as of Q4 2025.

  • Litman Gregory Wealth Management held 135,948 shares of iShares ESG Screened S&P Mid-Cap ETF worth $6.07M as of Q4 2025.
  • Litman Gregory Wealth Management bought 1,661 iShares ESG Screened S&P Mid-Cap ETF shares in Q4 2025, an estimated $73.2K.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.44% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #45 holding.
  • Litman Gregory Wealth Management first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2025 and has held it in 4 quarters since.
  • 174 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.