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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
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 $1.37T 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 $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

Medallion Wealth Advisors's XJH Position: Q1 2026 in Review

Medallion Wealth Advisors increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 2.7% in Q1 2026, buying an estimated $2.2K and bringing the position to 1,805 shares worth $81.9K. The position accounts for 0.03% of the portfolio, ranked #391.

Medallion Wealth Advisors first reported a position in XJH in Q4 2024 and has held it in 6 quarters since. 179 funds tracked by Wall St. Rank hold XJH as of Q1 2026.

  • Medallion Wealth Advisors held 1,805 shares of iShares ESG Screened S&P Mid-Cap ETF worth $81.9K as of Q1 2026.
  • Medallion Wealth Advisors bought 47 iShares ESG Screened S&P Mid-Cap ETF shares in Q1 2026, an estimated $2.2K.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.03% of Medallion Wealth Advisors's portfolio in Q1 2026, its #391 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 6 quarters since.
  • 179 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.