NFG
XJH icon

Nadler Financial Group’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Nadler Financial Group’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 		$490K Buy
+9,390
New +$464K 0.04% 85

Other funds holding XJH

B
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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
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
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Nadler Financial Group's XJH Position: Q2 2026 in Review

Nadler Financial Group opened a new position in iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q2 2026: 9,390 shares worth $490K. The stake represents 0.04% of the portfolio and ranks #85 among its holdings.

85 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Nadler Financial Group held 9,390 shares of iShares ESG Screened S&P Mid-Cap ETF worth $490K as of Q2 2026.
  • iShares ESG Screened S&P Mid-Cap ETF was a new Nadler Financial Group position in Q2 2026.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.04% of Nadler Financial Group's portfolio in Q2 2026, its #85 holding.
  • 85 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.