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McKinley Carter Wealth Services’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

McKinley Carter Wealth Services’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 		$549K Buy
10,526
+228
+2% +$11.3K 0.03% 231
2026
Q1 		$467K Sell
10,298
-9,097
-47% -$426K 0.03% 223
2025
Q4 		$866K Sell
19,395
-3,250
-14% -$143K 0.05% 183
2025
Q3 		$993K Sell
22,645
-199
-0.9% -$8.58K 0.05% 177
2025
Q2 		$948K Sell
22,844
-848
-4% -$33.3K 0.05% 171
2025
Q1 		$926K Buy
23,692
+6,183
+35% +$258K 0.06% 166
2024
Q4 		$733K Buy
17,509
+685
+4% +$29.6K 0.04% 171
2024
Q3 		$711K Buy
16,824
+293
+2% +$11.9K 0.04% 185
2024
Q2 		$654K Sell
16,531
-388
-2% -$15.4K 0.04% 184
2024
Q1 		$695K Buy
16,919
+96
+0.6% +$3.69K 0.05% 178
2023
Q4 		$635K Sell
16,823
-149
-0.9% -$5.12K 0.05% 181
2023
Q3 		$575K Buy
16,972
+56
+0.3% +$1.99K 0.05% 188
2023
Q2 		$603K Sell
16,916
-50
-0.3% -$1.69K 0.05% 188
2023
Q1 		$577K Sell
16,966
-700
-4% -$24.2K 0.05% 192
2022
Q4 		$579K Sell
17,666
-406
-2% -$13.3K 0.05% 187
2022
Q3 		$537K Buy
18,072
+64
+0.4% +$2.09K 0.05% 181
2022
Q2 		$551K Buy
18,008
+1,458
+9% +$48.7K 0.05% 182
2022
Q1 		$605K Buy
16,550
+2,876
+21% +$105K 0.05% 184
2021
Q4 		$531K Buy
+13,674
New +$522K 0.04% 188

Other funds holding XJH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
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
B
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
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

McKinley Carter Wealth Services's XJH Position: Q2 2026 in Review

McKinley Carter Wealth Services increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 2.2% in Q2 2026, buying an estimated $11.3K and bringing the position to 10,526 shares worth $549K. The position accounts for 0.03% of the portfolio, ranked #231.

McKinley Carter Wealth Services first reported a position in XJH in Q4 2021 and has held it in 19 quarters since. The position peaked at $993K in Q3 2025. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • McKinley Carter Wealth Services held 10,526 shares of iShares ESG Screened S&P Mid-Cap ETF worth $549K as of Q2 2026.
  • McKinley Carter Wealth Services bought 228 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $11.3K.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.03% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #231 holding.
  • McKinley Carter Wealth Services first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • McKinley Carter Wealth Services's iShares ESG Screened S&P Mid-Cap ETF position peaked at $993K in Q3 2025.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.