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

Mascoma Wealth Management’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
Q3 		$156K Buy
3,208
+2
+0.1% +$102 0.03% 113
2026
Q2 		$167K Buy
3,206
+2
+0.1% +$99 0.03% 106
2026
Q1 		$145K Sell
3,204
-154
-5% -$7.21K 0.03% 112
2025
Q4 		$150K Buy
3,358
+3
+0.1% +$132 0.03% 106
2025
Q3 		$147K Buy
3,355
+1,361
+68% +$58.7K 0.03% 109
2025
Q2 		$82.7K Sell
1,994
-147
-7% -$5.78K 0.02% 147
2025
Q1 		$83.7K Sell
2,141
-272
-11% -$11.3K 0.02% 147
2024
Q4 		$101K Sell
2,413
-428
-15% -$18.5K 0.03% 139
2024
Q3 		$120K Sell
2,841
-82
-3% -$3.34K 0.03% 128
2024
Q2 		$116K Sell
2,923
-3,383
-54% -$134K 0.03% 125
2024
Q1 		$259K Sell
6,306
-4,114
-39% -$158K 0.07% 85
2023
Q4 		$393K Sell
10,420
-4,318
-29% -$148K 0.12% 64
2023
Q3 		$499K Sell
14,738
-4,380
-23% -$156K 0.16% 57
2023
Q2 		$695K Sell
19,118
-25,781
-57% -$870K 0.21% 49
2023
Q1 		$1.51M Sell
44,899
-603
-1% -$20.9K 0.44% 37
2022
Q4 		$1.49M Sell
45,502
-1,104
-2% -$36.1K 0.47% 38
2022
Q3 		$1.39M Buy
46,606
+789
+2% +$25.8K 0.48% 39
2022
Q2 		$1.4M Sell
45,817
-1,250
-3% -$41.8K 0.48% 41
2022
Q1 		$1.72M Buy
47,067
+7,571
+19% +$275K 0.55% 40
2021
Q4 		$1.54M Buy
39,496
+8,169
+26% +$312K 0.53% 41
2021
Q3 		$1.13M Buy
31,327
+1,456
+5% +$53.9K 0.44% 40
2021
Q2 		$1.11M Buy
29,871
+15,744
+111% +$587K 0.47% 38
2021
Q1 		$508K Buy
+14,127
New +$487K 0.22% 58

Other funds holding XJH

Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Affiance Financial
Affiance Financial St. Louis Park, Minnesota $701M AUM 9.88% 1-Year Est. Return
Shira Ridge Wealth Management
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
Birchbrook
Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Mascoma Wealth Management's XJH Position: Q3 2026 in Review

Mascoma Wealth Management increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 0.06% in Q3 2026, buying an estimated $102 and bringing the position to 3,208 shares worth $156K. The position accounts for 0.03% of the portfolio, ranked #113.

Mascoma Wealth Management first reported a position in XJH in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.72M in Q1 2022. 47 funds tracked by Wall St. Rank hold XJH as of Q3 2026.

  • Mascoma Wealth Management held 3,208 shares of iShares ESG Screened S&P Mid-Cap ETF worth $156K as of Q3 2026.
  • Mascoma Wealth Management bought 2 iShares ESG Screened S&P Mid-Cap ETF shares in Q3 2026, an estimated $102.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.03% of Mascoma Wealth Management's portfolio in Q3 2026, its #113 holding.
  • Mascoma Wealth Management first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2021 and has held it in 23 quarters since.
  • Mascoma Wealth Management's iShares ESG Screened S&P Mid-Cap ETF position peaked at $1.72M in Q1 2022.
  • 47 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.