Pathway Financial Advisors’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Pathway Financial Advisors’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 Q3	$526K	Hold	10,778	–	–	0.06%	95
2026 Q2	$555K	Buy	10,778 +58	+0.5%	+$2.87K	0.06%	89
2026 Q1	$491K	Hold	10,720	–	–	0.06%	93
2025 Q4	$499K	Buy	10,720 +161	+2%	+$7.1K	0.06%	96
2025 Q3	$463K	Hold	10,559	–	–	0.06%	101
2025 Q2	$438K	Hold	10,559	–	–	0.06%	94
2025 Q1	$413K	Buy	10,559 +456	+5%	+$19K	0.07%	107
2024 Q4	$423K	Buy	10,103 +1,432	+17%	+$61.9K	0.1%	103
2024 Q3	$367K	Buy	8,671 +1,448	+20%	+$59K	0.09%	106
2024 Q2	$286K	Buy	7,223 +1,185	+20%	+$47K	0.08%	122
2024 Q1	$248K	Buy	+6,038	New	+$232K	0.07%	139

Other funds holding XJH

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Pathway Financial Advisors's XJH Position: Q3 2026 in Review

Pathway Financial Advisors held its iShares ESG Screened S&P Mid-Cap ETF (XJH) position steady in Q3 2026 at 10,778 shares worth $526K. The position accounts for 0.06% of the portfolio, ranked #95.

Pathway Financial Advisors first reported a position in XJH in Q1 2024 and has held it in 11 quarters since. The position peaked at $555K in Q2 2026. 9 funds tracked by Wall St. Rank hold XJH as of Q3 2026.

Pathway Financial Advisors held 10,778 shares of iShares ESG Screened S&P Mid-Cap ETF worth $526K as of Q3 2026.
Pathway Financial Advisors left its iShares ESG Screened S&P Mid-Cap ETF share count unchanged in Q3 2026.
iShares ESG Screened S&P Mid-Cap ETF made up 0.06% of Pathway Financial Advisors's portfolio in Q3 2026, its #95 holding.
Pathway Financial Advisors first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2024 and has held it in 11 quarters since.
Pathway Financial Advisors's iShares ESG Screened S&P Mid-Cap ETF position peaked at $555K in Q2 2026.
9 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q3 2026.

Based on Pathway Financial Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.