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
Q2 		$2.46M Buy
47,253
+9,694
+26% +$479K ﹤0.01% 2131
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 $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
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
B
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
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Osaic Holdings's XJH Position: Q2 2026 in Review

Osaic Holdings increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 26% in Q2 2026, buying an estimated $479K and bringing the position to 47,253 shares worth $2.46M. The position accounts for ﹤0.01% of the portfolio, ranked #2131.

Osaic Holdings first reported a position in XJH in Q4 2020 and has held it in 23 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Osaic Holdings held 47,253 shares of iShares ESG Screened S&P Mid-Cap ETF worth $2.46M as of Q2 2026.
  • Osaic Holdings bought 9,694 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $479K.
  • iShares ESG Screened S&P Mid-Cap ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2131 holding.
  • Osaic Holdings first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.