PFG Investments’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

PFG Investments’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	$403K	Buy	7,719 +16	+0.2%	+$791	0.02%	783
2026 Q1	$349K	Buy	7,703 +16	+0.2%	+$749	0.02%	775
2025 Q4	$343K	Buy	7,687 +33	+0.4%	+$1.46K	0.02%	738
2025 Q3	$336K	Buy	7,654 +21	+0.3%	+$905	0.02%	732
2025 Q2	$317K	Buy	7,633 +520	+7%	+$20.4K	0.02%	713
2025 Q1	$278K	Buy	7,113 +1,937	+37%	+$80.7K	0.02%	743
2024 Q4	$217K	Buy	5,176 +151	+3%	+$6.53K	0.01%	864
2024 Q3	$213K	Buy	+5,025	New	+$205K	0.01%	871

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

PFG Investments's XJH Position: Q2 2026 in Review

PFG Investments increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 0.21% in Q2 2026, buying an estimated $791 and bringing the position to 7,719 shares worth $403K. The position accounts for 0.02% of the portfolio, ranked #783.

PFG Investments first reported a position in XJH in Q3 2024 and has held it in 8 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

PFG Investments held 7,719 shares of iShares ESG Screened S&P Mid-Cap ETF worth $403K as of Q2 2026.
PFG Investments bought 16 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $791.
iShares ESG Screened S&P Mid-Cap ETF made up 0.02% of PFG Investments's portfolio in Q2 2026, its #783 holding.
PFG Investments first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.