Mariner
XJH icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EB
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
B
Bailard Foster City, California $4.35B AUM 23.57% 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 $1.19B AUM 15.91% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Mariner's XJH Position: Q1 2026 in Review

Mariner increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 4.1% in Q1 2026, buying an estimated $650K and bringing the position to 351,077 shares worth $15.9M. The position accounts for 0.02% of the portfolio, ranked #553.

Mariner first reported a position in XJH in Q4 2022 and has held it in 14 quarters since. 179 funds tracked by Wall St. Rank hold XJH as of Q1 2026.

  • Mariner held 351,077 shares of iShares ESG Screened S&P Mid-Cap ETF worth $15.9M as of Q1 2026.
  • Mariner bought 13,882 iShares ESG Screened S&P Mid-Cap ETF shares in Q1 2026, an estimated $650K.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.02% of Mariner's portfolio in Q1 2026, its #553 holding.
  • Mariner first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • 179 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.