Mogy Joel R Investment Counsel’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Mogy Joel R Investment Counsel’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	$156K	Hold	3,000	–	–	0.01%	106
2026 Q1	$136K	Hold	3,000	–	–	0.01%	100
2025 Q4	$134K	Hold	3,000	–	–	0.01%	101
2025 Q3	$132K	Hold	3,000	–	–	0.01%	102
2025 Q2	$125K	Hold	3,000	–	–	0.01%	101
2025 Q1	$117K	Buy	3,000 +450	+18%	+$18.7K	0.01%	99
2024 Q4	$107K	Hold	2,550	–	–	0.01%	101
2024 Q3	$108K	Sell	2,550 -100	-4%	-$4.08K	0.01%	104
2024 Q2	$105K	Hold	2,650	–	–	0.01%	101
2024 Q1	$109K	Buy	+2,650	New	+$102K	0.01%	107

Other funds holding XJH

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Mogy Joel R Investment Counsel's XJH Position: Q2 2026 in Review

Mogy Joel R Investment Counsel held its iShares ESG Screened S&P Mid-Cap ETF (XJH) position steady in Q2 2026 at 3,000 shares worth $156K. The position accounts for 0.01% of the portfolio, ranked #106.

Mogy Joel R Investment Counsel first reported a position in XJH in Q1 2024 and has held it in 10 quarters since. 123 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

Mogy Joel R Investment Counsel held 3,000 shares of iShares ESG Screened S&P Mid-Cap ETF worth $156K as of Q2 2026.
Mogy Joel R Investment Counsel 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 Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #106 holding.
Mogy Joel R Investment Counsel first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
123 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.