Peak Retirement Planning’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Peak Retirement Planning’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	$281K	Buy	+5,389	New	+$266K	0.04%	147

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

Peak Retirement Planning's XJH Position: Q2 2026 in Review

Peak Retirement Planning opened a new position in iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q2 2026: 5,389 shares worth $281K. The stake represents 0.04% of the portfolio and ranks #147 among its holdings.

194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

Peak Retirement Planning held 5,389 shares of iShares ESG Screened S&P Mid-Cap ETF worth $281K as of Q2 2026.
iShares ESG Screened S&P Mid-Cap ETF was a new Peak Retirement Planning position in Q2 2026.
iShares ESG Screened S&P Mid-Cap ETF made up 0.04% of Peak Retirement Planning's portfolio in Q2 2026, its #147 holding.
194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.