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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
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 		$1.53M 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

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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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 $7.29B AUM 16.22% 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

Mascoma Wealth Management's XJH Position: Q1 2026 in Review

Mascoma Wealth Management reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 4.6% in Q1 2026, selling an estimated $7.21K and leaving 3,204 shares worth $145K. The position accounts for 0.03% of the portfolio, ranked #112.

Mascoma Wealth Management first reported a position in XJH in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.72M in Q1 2022. 179 funds tracked by Wall St. Rank hold XJH as of Q1 2026.

  • Mascoma Wealth Management held 3,204 shares of iShares ESG Screened S&P Mid-Cap ETF worth $145K as of Q1 2026.
  • Mascoma Wealth Management sold 154 iShares ESG Screened S&P Mid-Cap ETF shares in Q1 2026, an estimated $7.21K.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.03% of Mascoma Wealth Management's portfolio in Q1 2026, its #112 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 21 quarters since.
  • Mascoma Wealth Management's iShares ESG Screened S&P Mid-Cap ETF position peaked at $1.72M in Q1 2022.
  • 179 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q1 2026.

Based on Mascoma Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.