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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Pathway Financial Advisors's XJH Position: Q2 2026 in Review

Pathway Financial Advisors increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 0.54% in Q2 2026, buying an estimated $2.87K and bringing the position to 10,778 shares worth $555K. The position accounts for 0.06% of the portfolio, ranked #89.

Pathway Financial Advisors first reported a position in XJH in Q1 2024 and has held it in 10 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

Pathway Financial Advisors held 10,778 shares of iShares ESG Screened S&P Mid-Cap ETF worth $555K as of Q2 2026.
Pathway Financial Advisors bought 58 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $2.87K.
iShares ESG Screened S&P Mid-Cap ETF made up 0.06% of Pathway Financial Advisors's portfolio in Q2 2026, its #89 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 10 quarters since.
194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.