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

McIlrath & Eck’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	$199K	Sell	4,392 -22	-0.5%	-$1.03K	0.01%	250
2025 Q4	$197K	Buy	4,414 +1,308	+42%	+$57.7K	0.02%	168
2025 Q3	$136K	Buy	3,106 +2,023	+187%	+$87.2K	0.01%	181
2025 Q2	$44.9K	Hold	1,083	–	–	0.01%	335
2025 Q1	$42.3K	Hold	1,083	–	–	0.01%	352
2024 Q4	$45.3K	Hold	1,083	–	–	0.01%	335
2024 Q3	$45.8K	Hold	1,083	–	–	0.01%	330
2024 Q2	$42.9K	Hold	1,083	–	–	0.01%	302
2024 Q1	$44.5K	Hold	1,083	–	–	0.01%	293
2023 Q4	$40.9K	Hold	1,083	–	–	0.01%	285
2023 Q3	$36.7K	Hold	1,083	–	–	0.01%	311
2023 Q2	$38.6K	Hold	1,083	–	–	0.01%	298
2023 Q1	$36.8K	Hold	1,083	–	–	0.01%	308
2022 Q4	$35.5K	Hold	1,083	–	–	0.01%	311
2022 Q3	$32K	Hold	1,083	–	–	0.01%	329
2022 Q2	$33K	Hold	1,083	–	–	0.01%	301
2022 Q1	$40K	Hold	1,083	–	–	0.01%	277
2021 Q4	$42K	Sell	1,083 -214	-16%	-$8.17K	0.01%	273
2021 Q3	$47K	Buy	+1,297	New	+$48K	0.01%	242

Other funds holding XJH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

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

McIlrath & Eck's XJH Position: Q1 2026 in Review

McIlrath & Eck reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 0.5% in Q1 2026, selling an estimated $1.03K and leaving 4,392 shares worth $199K. The position accounts for 0.01% of the portfolio, ranked #250.

McIlrath & Eck first reported a position in XJH in Q3 2021 and has held it in 19 quarters since. 179 funds tracked by Wall St. Rank hold XJH as of Q1 2026.

McIlrath & Eck held 4,392 shares of iShares ESG Screened S&P Mid-Cap ETF worth $199K as of Q1 2026.
McIlrath & Eck sold 22 iShares ESG Screened S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.03K.
iShares ESG Screened S&P Mid-Cap ETF made up 0.01% of McIlrath & Eck's portfolio in Q1 2026, its #250 holding.
McIlrath & Eck first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q3 2021 and has held it in 19 quarters since.
179 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.