Novare Capital Management’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Novare Capital Management’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	$205K	Sell	3,931 -600	-13%	-$29.7K	0.01%	207
2026 Q1	$206K	Sell	4,531 -3,765	-45%	-$176K	0.02%	189
2025 Q4	$370K	Sell	8,296 -236	-3%	-$10.4K	0.03%	155
2025 Q3	$374K	Sell	8,532 -180	-2%	-$7.76K	0.03%	152
2025 Q2	$362K	Buy	+8,712	New	+$342K	0.03%	149
2025 Q1	–	Sell	-5,560	Closed	-$233K	–	195
2024 Q4	$233K	Hold	5,560	–	–	0.02%	177
2024 Q3	$235K	Hold	5,560	–	–	0.02%	178
2024 Q2	$220K	Buy	+5,560	New	+$220K	0.02%	171

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

Novare Capital Management's XJH Position: Q2 2026 in Review

Novare Capital Management reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 13% in Q2 2026, selling an estimated $29.7K and leaving 3,931 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #207.

Novare Capital Management first reported a position in XJH in Q2 2024 and has held it in 8 quarters since. The position peaked at $374K in Q3 2025. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

Novare Capital Management held 3,931 shares of iShares ESG Screened S&P Mid-Cap ETF worth $205K as of Q2 2026.
Novare Capital Management sold 600 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $29.7K.
iShares ESG Screened S&P Mid-Cap ETF made up 0.01% of Novare Capital Management's portfolio in Q2 2026, its #207 holding.
Novare Capital Management first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2024 and has held it in 8 quarters since.
Novare Capital Management's iShares ESG Screened S&P Mid-Cap ETF position peaked at $374K in Q3 2025.
194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Novare Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.