Marshall & Sterling Wealth Advisors’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Marshall & Sterling Wealth Advisors’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	$284K	Buy	5,449 +61	+1%	+$3.02K	0.17%	86
2026 Q1	$244K	Buy	5,388 +74	+1%	+$3.47K	0.16%	87
2025 Q4	$237K	Sell	5,314 -103	-2%	-$4.54K	0.16%	78
2025 Q3	$237K	Sell	5,417 -316	-6%	-$13.6K	0.15%	77
2025 Q2	$237K	Sell	5,733 -776	-12%	-$30.5K	0.16%	72
2025 Q1	$254K	Sell	6,509 -2,028	-24%	-$84.5K	0.17%	75
2024 Q4	$357K	Buy	+8,537	New	+$369K	0.25%	64

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

Marshall & Sterling Wealth Advisors's XJH Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 1.1% in Q2 2026, buying an estimated $3.02K and bringing the position to 5,449 shares worth $284K. The position accounts for 0.17% of the portfolio, ranked #86.

Marshall & Sterling Wealth Advisors first reported a position in XJH in Q4 2024 and has held it in 7 quarters since. The position peaked at $357K in Q4 2024. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

Marshall & Sterling Wealth Advisors held 5,449 shares of iShares ESG Screened S&P Mid-Cap ETF worth $284K as of Q2 2026.
Marshall & Sterling Wealth Advisors bought 61 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $3.02K.
iShares ESG Screened S&P Mid-Cap ETF made up 0.17% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #86 holding.
Marshall & Sterling Wealth Advisors first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's iShares ESG Screened S&P Mid-Cap ETF position peaked at $357K in Q4 2024.
194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.