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

Parkworth 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
2025
Q2 		$108K Buy
2,594
+8
+0.3% +$314 0.08% 76
2025
Q1 		$101K Buy
2,586
+7
+0.3% +$292 0.08% 73
2024
Q4 		$108K Buy
+2,579
New +$112K 0.09% 67

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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 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 $1.19B AUM 15.91% 1-Year Est. Return

Parkworth Wealth Management's XJH Position: Q2 2025 in Review

Parkworth Wealth Management increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 0.31% in Q2 2025, buying an estimated $314 and bringing the position to 2,594 shares worth $108K. The position accounts for 0.08% of the portfolio, ranked #76.

Parkworth Wealth Management first reported a position in XJH in Q4 2024 and has held it in 3 quarters since. The position peaked at $108K in Q4 2024. 156 funds tracked by Wall St. Rank hold XJH as of Q2 2025.

  • Parkworth Wealth Management held 2,594 shares of iShares ESG Screened S&P Mid-Cap ETF worth $108K as of Q2 2025.
  • Parkworth Wealth Management bought 8 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2025, an estimated $314.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.08% of Parkworth Wealth Management's portfolio in Q2 2025, its #76 holding.
  • Parkworth Wealth Management first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's iShares ESG Screened S&P Mid-Cap ETF position peaked at $108K in Q4 2024.
  • 156 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.