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

Petix & Botte Financial’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
2024
Q2 		– Sell
-12,489
Closed -$513K – 168
2024
Q1 		$513K Buy
+12,489
New +$480K 0.13% 93

Other funds holding XJH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Petix & Botte Financial's XJH Position: Q2 2024 in Review

Petix & Botte Financial sold out of iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q2 2024, closing a stake of 12,489 shares — an estimated $513K sold.

Petix & Botte Financial first reported a position in XJH in Q1 2024 and held it in 1 quarter. The position peaked at $513K in Q1 2024. 113 funds tracked by Wall St. Rank hold XJH as of Q2 2024.

  • Petix & Botte Financial reported no remaining iShares ESG Screened S&P Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Petix & Botte Financial sold 12,489 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2024, an estimated $513K.
  • Petix & Botte Financial first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2024 and held it in 1 quarter.
  • Petix & Botte Financial's iShares ESG Screened S&P Mid-Cap ETF position peaked at $513K in Q1 2024.
  • 113 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2024.

Based on Petix & Botte Financial's 13F filing for Q2 2024, filed 13 Aug 2024.