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

Opes Wealth 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
Q1 		$1.75M Buy
38,536
+789
+2% +$37K 0.29% 53
2025
Q4 		$1.69M Sell
37,747
-25
-0.1% -$1.1K 0.27% 59
2025
Q3 		$1.66M Sell
37,772
-1,290
-3% -$55.6K 0.29% 56
2025
Q2 		$1.62M Buy
39,062
+5,034
+15% +$198K 0.29% 55
2025
Q1 		$1.33M Buy
34,028
+15,825
+87% +$659K 0.27% 56
2024
Q4 		$762K Sell
18,203
-790
-4% -$34.2K 0.16% 68
2024
Q3 		$803K Buy
18,993
+530
+3% +$21.6K 0.15% 65
2024
Q2 		$731K Buy
18,463
+260
+1% +$10.3K 0.15% 65
2024
Q1 		$748K Buy
18,203
+73
+0.4% +$2.81K 0.17% 66
2023
Q4 		$684K Buy
18,130
+5,175
+40% +$178K 0.16% 67
2023
Q3 		$439K Buy
+12,955
New +$461K 0.12% 84

Other funds holding XJH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Opes Wealth Management's XJH Position: Q1 2026 in Review

Opes Wealth Management increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 2.1% in Q1 2026, buying an estimated $37K and bringing the position to 38,536 shares worth $1.75M. The position accounts for 0.29% of the portfolio, ranked #53.

Opes Wealth Management first reported a position in XJH in Q3 2023 and has held it in 11 quarters since. 179 funds tracked by Wall St. Rank hold XJH as of Q1 2026.

  • Opes Wealth Management held 38,536 shares of iShares ESG Screened S&P Mid-Cap ETF worth $1.75M as of Q1 2026.
  • Opes Wealth Management bought 789 iShares ESG Screened S&P Mid-Cap ETF shares in Q1 2026, an estimated $37K.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.29% of Opes Wealth Management's portfolio in Q1 2026, its #53 holding.
  • Opes Wealth Management first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q3 2023 and has held it in 11 quarters since.
  • 179 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.