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

Medallion 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 		$69.4K Sell
1,328
-477
-26% -$23.6K 0.02% 403
2026
Q1 		$81.9K Buy
1,805
+47
+3% +$2.2K 0.03% 391
2025
Q4 		$78.5K Sell
1,758
-83
-5% -$3.66K 0.03% 392
2025
Q3 		$80.7K Buy
1,841
+8
+0.4% +$345 0.03% 388
2025
Q2 		$77.2K Buy
1,833
+87
+5% +$3.42K 0.03% 387
2025
Q1 		$68.5K Buy
1,746
+43
+3% +$1.79K 0.03% 370
2024
Q4 		$71.2K Buy
+1,703
New +$73.6K 0.04% 351

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

Medallion Wealth Advisors's XJH Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 26% in Q2 2026, selling an estimated $23.6K and leaving 1,328 shares worth $69.4K. The position accounts for 0.02% of the portfolio, ranked #403.

Medallion Wealth Advisors first reported a position in XJH in Q4 2024 and has held it in 7 quarters since. The position peaked at $81.9K in Q1 2026. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Medallion Wealth Advisors held 1,328 shares of iShares ESG Screened S&P Mid-Cap ETF worth $69.4K as of Q2 2026.
  • Medallion Wealth Advisors sold 477 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $23.6K.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #403 holding.
  • Medallion 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.
  • Medallion Wealth Advisors's iShares ESG Screened S&P Mid-Cap ETF position peaked at $81.9K in Q1 2026.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.