MIA
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Milestone Investment Advisors’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Milestone Investment 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 		$6.26K Hold
120
– – ﹤0.01% 132
2026
Q1 		$5.45K Hold
120
– – ﹤0.01% 132
2025
Q4 		$5.36K Hold
120
– – ﹤0.01% 129
2025
Q3 		$5.26K Hold
120
– – ﹤0.01% 122
2025
Q2 		$4.98K Hold
120
– – ﹤0.01% 121
2025
Q1 		$4.69K Hold
120
– – ﹤0.01% 124
2024
Q4 		$5.02K Buy
+120
New +$5.19K ﹤0.01% 126

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

Milestone Investment Advisors's XJH Position: Q2 2026 in Review

Milestone Investment Advisors held its iShares ESG Screened S&P Mid-Cap ETF (XJH) position steady in Q2 2026 at 120 shares worth $6.26K. The position accounts for ﹤0.01% of the portfolio, ranked #132.

Milestone Investment Advisors first reported a position in XJH in Q4 2024 and has held it in 7 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Milestone Investment Advisors held 120 shares of iShares ESG Screened S&P Mid-Cap ETF worth $6.26K as of Q2 2026.
  • Milestone Investment Advisors left its iShares ESG Screened S&P Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares ESG Screened S&P Mid-Cap ETF made up ﹤0.01% of Milestone Investment Advisors's portfolio in Q2 2026, its #132 holding.
  • Milestone Investment 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.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

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