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

Optas LLC’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 		$515K Buy
11,350
+4,664
+70% +$218K 0.08% 157
2025
Q4 		$299K Sell
6,686
-102
-2% -$4.5K 0.05% 304
2025
Q3 		$298K Sell
6,788
-7,532
-53% -$325K 0.05% 254
2025
Q2 		$594K Buy
14,320
+564
+4% +$22.2K 0.11% 109
2025
Q1 		$537K Buy
13,756
+476
+4% +$19.8K 0.09% 115
2024
Q4 		$556K Buy
13,280
+632
+5% +$27.3K 0.12% 102
2024
Q3 		$535K Buy
12,648
+347
+3% +$14.1K 0.12% 103
2024
Q2 		$487K Sell
12,301
-50
-0.4% -$1.98K 0.13% 88
2024
Q1 		$507K Buy
12,351
+3,389
+38% +$130K 0.14% 88
2023
Q4 		$338K Sell
8,962
-10,600
-54% -$364K 0.1% 121
2023
Q3 		$663K Buy
19,562
+11,772
+151% +$419K 0.22% 68
2023
Q2 		$277K Sell
7,790
-2,003
-20% -$67.6K 0.09% 127
2023
Q1 		$333K Buy
+9,793
New +$339K 0.12% 111

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

Optas LLC's XJH Position: Q1 2026 in Review

Optas LLC increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 70% in Q1 2026, buying an estimated $218K and bringing the position to 11,350 shares worth $515K. The position accounts for 0.08% of the portfolio, ranked #157.

Optas LLC first reported a position in XJH in Q1 2023 and has held it in 13 quarters since. The position peaked at $663K in Q3 2023. 179 funds tracked by Wall St. Rank hold XJH as of Q1 2026.

  • Optas LLC held 11,350 shares of iShares ESG Screened S&P Mid-Cap ETF worth $515K as of Q1 2026.
  • Optas LLC bought 4,664 iShares ESG Screened S&P Mid-Cap ETF shares in Q1 2026, an estimated $218K.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.08% of Optas LLC's portfolio in Q1 2026, its #157 holding.
  • Optas LLC first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2023 and has held it in 13 quarters since.
  • Optas LLC's iShares ESG Screened S&P Mid-Cap ETF position peaked at $663K in Q3 2023.
  • 179 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q1 2026.

Based on Optas LLC's 13F filing for Q1 2026, filed 27 Apr 2026.