NorthRock Partners’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

NorthRock Partners’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	$997K	Buy	19,111 +91	+0.5%	+$4.5K	0.01%	306
2026 Q1	$863K	Buy	19,020 +3,475	+22%	+$163K	0.01%	329
2025 Q4	$694K	Buy	15,545 +368	+2%	+$16.2K	0.01%	320
2025 Q3	$666K	Sell	15,177 -853	-5%	-$36.8K	0.01%	445
2025 Q2	$665K	Buy	16,030 +524	+3%	+$20.6K	0.02%	331
2025 Q1	$606K	Sell	15,506 -343	-2%	-$14.3K	0.02%	306
2024 Q4	$663K	Buy	15,849 +1,441	+10%	+$62.3K	0.02%	283
2024 Q3	$609K	Buy	14,408 +5,550	+63%	+$226K	0.02%	322
2024 Q2	$351K	Buy	8,858 +3,632	+69%	+$144K	0.01%	431
2024 Q1	$215K	Buy	+5,226	New	+$201K	0.01%	568

Other funds holding XJH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

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

NorthRock Partners's XJH Position: Q2 2026 in Review

NorthRock Partners increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 0.48% in Q2 2026, buying an estimated $4.5K and bringing the position to 19,111 shares worth $997K. The position accounts for 0.01% of the portfolio, ranked #306.

NorthRock Partners first reported a position in XJH in Q1 2024 and has held it in 10 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

NorthRock Partners held 19,111 shares of iShares ESG Screened S&P Mid-Cap ETF worth $997K as of Q2 2026.
NorthRock Partners bought 91 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $4.5K.
iShares ESG Screened S&P Mid-Cap ETF made up 0.01% of NorthRock Partners's portfolio in Q2 2026, its #306 holding.
NorthRock Partners first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.