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

Mariner’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	$20M	Buy	382,793 +31,716	+9%	+$1.57M	0.02%	474
2026 Q1	$15.9M	Buy	351,077 +13,882	+4%	+$650K	0.02%	553
2025 Q4	$15.1M	Buy	337,195 +32,027	+10%	+$1.41M	0.02%	538
2025 Q3	$13.4M	Buy	305,168 +18,613	+6%	+$802K	0.02%	526
2025 Q2	$11.9M	Buy	286,555 +33,969	+13%	+$1.34M	0.02%	547
2025 Q1	$9.87M	Buy	252,586 +28,443	+13%	+$1.18M	0.02%	564
2024 Q4	$9.38M	Buy	224,143 +31,629	+16%	+$1.37M	0.02%	564
2024 Q3	$8.14M	Buy	192,514 +29,910	+18%	+$1.22M	0.01%	596
2024 Q2	$6.43M	Buy	162,604 +22,331	+16%	+$885K	0.01%	643
2024 Q1	$5.76M	Buy	140,273 +69,277	+98%	+$2.66M	0.01%	674
2023 Q4	$2.68M	Buy	70,996 +19,741	+39%	+$678K	0.01%	927
2023 Q3	$1.74M	Buy	51,255 +10,982	+27%	+$391K	﹤0.01%	1032
2023 Q2	$1.43M	Buy	40,273 +21,894	+119%	+$739K	﹤0.01%	1109
2023 Q1	$625K	Buy	18,379 +6,150	+50%	+$213K	﹤0.01%	1563
2022 Q4	$401K	Buy	+12,229	New	+$400K	﹤0.01%	1805

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

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

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

Mariner's XJH Position: Q2 2026 in Review

Mariner increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 9% in Q2 2026, buying an estimated $1.57M and bringing the position to 382,793 shares worth $20M. The position accounts for 0.02% of the portfolio, ranked #474.

Mariner 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.

Mariner held 382,793 shares of iShares ESG Screened S&P Mid-Cap ETF worth $20M as of Q2 2026.
Mariner bought 31,716 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.57M.
iShares ESG Screened S&P Mid-Cap ETF made up 0.02% of Mariner's portfolio in Q2 2026, its #474 holding.
Mariner 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 Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.