Osaic Holdings
XJH icon

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

Osaic Holdings’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 		$1.7M Sell
37,559
-4,256
-10% -$199K ﹤0.01% 2216
2025
Q4 		$1.87M Sell
41,815
-2,769
-6% -$122K ﹤0.01% 2154
2025
Q3 		$1.95M Buy
44,584
+7,529
+20% +$324K ﹤0.01% 2193
2025
Q2 		$1.54M Buy
37,055
+2,099
+6% +$82.5K ﹤0.01% 2136
2025
Q1 		$1.37M Buy
34,956
+9,145
+35% +$381K ﹤0.01% 1970
2024
Q4 		$1.08M Sell
25,811
-210
-0.8% -$9.08K ﹤0.01% 2138
2024
Q3 		$1.1M Buy
26,021
+1,021
+4% +$41.6K ﹤0.01% 2169
2024
Q2 		$989K Sell
25,000
-10,344
-29% -$410K ﹤0.01% 2203
2024
Q1 		$1.45M Sell
35,344
-6,146
-15% -$236K ﹤0.01% 1969
2023
Q4 		$1.57M Sell
41,490
-14,364
-26% -$494K ﹤0.01% 2069
2023
Q3 		$1.89M Buy
55,854
+27,505
+97% +$979K ﹤0.01% 2040
2023
Q2 		$1.01M Sell
28,349
-9,086
-24% -$307K ﹤0.01% 2514
2023
Q1 		$1.27M Buy
37,435
+1,519
+4% +$52.6K ﹤0.01% 2233
2022
Q4 		$1.18M Buy
35,916
+2,044
+6% +$66.9K ﹤0.01% 2232
2022
Q3 		$1.01M Buy
33,872
+2,124
+7% +$69.4K ﹤0.01% 2217
2022
Q2 		$972K Sell
31,748
-187
-0.6% -$6.25K ﹤0.01% 2295
2022
Q1 		$1.2M Buy
31,935
+5,558
+21% +$202K ﹤0.01% 2401
2021
Q4 		$1.02M Buy
26,377
+21,928
+493% +$838K ﹤0.01% 2379
2021
Q3 		$161K Buy
4,449
+871
+24% +$32.3K ﹤0.01% 4102
2021
Q2 		$133K Buy
3,578
+518
+17% +$19.3K ﹤0.01% 4235
2021
Q1 		$110K Buy
3,060
+1,017
+50% +$35.1K ﹤0.01% 4264
2020
Q4 		$65K Buy
+2,043
New +$59.5K ﹤0.01% 4375

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

Osaic Holdings's XJH Position: Q1 2026 in Review

Osaic Holdings reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 10% in Q1 2026, selling an estimated $199K and leaving 37,559 shares worth $1.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2216.

Osaic Holdings first reported a position in XJH in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.95M in Q3 2025. 179 funds tracked by Wall St. Rank hold XJH as of Q1 2026.

  • Osaic Holdings held 37,559 shares of iShares ESG Screened S&P Mid-Cap ETF worth $1.7M as of Q1 2026.
  • Osaic Holdings sold 4,256 iShares ESG Screened S&P Mid-Cap ETF shares in Q1 2026, an estimated $199K.
  • iShares ESG Screened S&P Mid-Cap ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #2216 holding.
  • Osaic Holdings first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Osaic Holdings's iShares ESG Screened S&P Mid-Cap ETF position peaked at $1.95M in Q3 2025.
  • 179 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.