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 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 $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

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

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Lodestar Private Asset Management's XJH Position: Q1 2026 in Review

Lodestar Private Asset Management reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 0.4% in Q1 2026, selling an estimated $1.08K and leaving 5,796 shares worth $263K. The position accounts for 0.03% of the portfolio, ranked #204.

Lodestar Private Asset Management first reported a position in XJH in Q3 2025 and has held it in 3 quarters since. 179 funds tracked by Wall St. Rank hold XJH as of Q1 2026.

Lodestar Private Asset Management held 5,796 shares of iShares ESG Screened S&P Mid-Cap ETF worth $263K as of Q1 2026.
Lodestar Private Asset Management sold 23 iShares ESG Screened S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.08K.
iShares ESG Screened S&P Mid-Cap ETF made up 0.03% of Lodestar Private Asset Management's portfolio in Q1 2026, its #204 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 3 quarters since.
179 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.