LPL Financial
XJH icon

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

LPL Financial’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 		$21.1M Buy
405,292
+5,954
+1% +$294K ﹤0.01% 1536
2026
Q1 		$18.1M Buy
399,338
+1,859
+0.5% +$87.1K ﹤0.01% 1541
2025
Q4 		$17.7M Buy
397,479
+144,290
+57% +$6.36M ﹤0.01% 1484
2025
Q3 		$11.1M Buy
253,189
+38,513
+18% +$1.66M ﹤0.01% 1771
2025
Q2 		$8.91M Buy
214,676
+25,891
+14% +$1.02M ﹤0.01% 1829
2025
Q1 		$7.38M Buy
188,785
+88,073
+87% +$3.67M ﹤0.01% 1829
2024
Q4 		$4.21M Buy
100,712
+11,668
+13% +$505K ﹤0.01% 2220
2024
Q3 		$3.77M Buy
89,044
+18,967
+27% +$773K ﹤0.01% 2206
2024
Q2 		$2.77M Buy
70,077
+43,627
+165% +$1.73M ﹤0.01% 2330
2024
Q1 		$1.09M Sell
26,450
-18,777
-42% -$722K ﹤0.01% 3103
2023
Q4 		$1.71M Buy
45,227
+24,477
+118% +$841K ﹤0.01% 2560
2023
Q3 		$703K Buy
20,750
+3,493
+20% +$124K ﹤0.01% 3216
2023
Q2 		$615K Buy
17,257
+1,417
+9% +$47.8K ﹤0.01% 3254
2023
Q1 		$538K Buy
15,840
+320
+2% +$11.1K ﹤0.01% 3263
2022
Q4 		$509K Buy
+15,520
New +$508K ﹤0.01% 3227

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
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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

LPL Financial's XJH Position: Q2 2026 in Review

LPL Financial increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 1.5% in Q2 2026, buying an estimated $294K and bringing the position to 405,292 shares worth $21.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

LPL Financial first reported a position in XJH in Q4 2022 and has held it in 15 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • LPL Financial held 405,292 shares of iShares ESG Screened S&P Mid-Cap ETF worth $21.1M as of Q2 2026.
  • LPL Financial bought 5,954 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $294K.
  • iShares ESG Screened S&P Mid-Cap ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1536 holding.
  • LPL Financial first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.