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

Magnus Financial Group’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	$589K	Sell	11,290 -999	-8%	-$49.4K	0.04%	219
2026 Q1	$558K	Sell	12,289 -196	-2%	-$9.18K	0.05%	209
2025 Q4	$557K	Buy	12,485 +58	+0.5%	+$2.56K	0.04%	242
2025 Q3	$545K	Buy	12,427 +35	+0.3%	+$1.51K	0.04%	242
2025 Q2	$514K	Buy	12,392 +37	+0.3%	+$1.45K	0.05%	231
2025 Q1	$483K	Buy	12,355 +517	+4%	+$21.5K	0.05%	230
2024 Q4	$495K	Buy	11,838 +1,035	+10%	+$44.8K	0.05%	220
2024 Q3	$457K	Buy	10,803 +1,418	+15%	+$57.8K	0.05%	224
2024 Q2	$371K	Buy	9,385 +2,147	+30%	+$85.1K	0.04%	227
2024 Q1	$297K	Buy	+7,238	New	+$278K	0.04%	250

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

Magnus Financial Group's XJH Position: Q2 2026 in Review

Magnus Financial Group reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 8.1% in Q2 2026, selling an estimated $49.4K and leaving 11,290 shares worth $589K. The position accounts for 0.04% of the portfolio, ranked #219.

Magnus Financial Group first reported a position in XJH in Q1 2024 and has held it in 10 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

Magnus Financial Group held 11,290 shares of iShares ESG Screened S&P Mid-Cap ETF worth $589K as of Q2 2026.
Magnus Financial Group sold 999 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $49.4K.
iShares ESG Screened S&P Mid-Cap ETF made up 0.04% of Magnus Financial Group's portfolio in Q2 2026, its #219 holding.
Magnus Financial Group first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.