Lodestar Private Asset Management’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Lodestar Private Asset 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
2026 Q2	$324K	Buy	6,221 +425	+7%	+$21K	0.03%	185
2026 Q1	$263K	Sell	5,796 -23	-0.4%	-$1.08K	0.03%	204
2025 Q4	$260K	Buy	5,819 +11	+0.2%	+$485	0.03%	200
2025 Q3	$255K	Buy	+5,808	New	+$250K	0.03%	203

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

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

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

Lodestar Private Asset Management's XJH Position: Q2 2026 in Review

Lodestar Private Asset Management increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 7.3% in Q2 2026, buying an estimated $21K and bringing the position to 6,221 shares worth $324K. The position accounts for 0.03% of the portfolio, ranked #185.

Lodestar Private Asset Management first reported a position in XJH in Q3 2025 and has held it in 4 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

Lodestar Private Asset Management held 6,221 shares of iShares ESG Screened S&P Mid-Cap ETF worth $324K as of Q2 2026.
Lodestar Private Asset Management bought 425 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $21K.
iShares ESG Screened S&P Mid-Cap ETF made up 0.03% of Lodestar Private Asset Management's portfolio in Q2 2026, its #185 holding.
Lodestar Private Asset Management first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.