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Pin Oak Investment Advisors’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Pin Oak Investment 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
2025
Q3 		– Sell
-94
Closed -$3K – 517
2025
Q2 		$3K Hold
94
– – ﹤0.01% 415
2025
Q1 		$4K Hold
94
– – ﹤0.01% 394
2024
Q4 		$4K Hold
94
– – ﹤0.01% 411
2024
Q3 		$3K Hold
94
– – ﹤0.01% 423
2024
Q2 		$4K Hold
94
– – ﹤0.01% 409
2024
Q1 		$4K Hold
94
– – ﹤0.01% 406
2023
Q4 		$4K Hold
94
– – ﹤0.01% 412
2023
Q3 		$3K Hold
94
– – ﹤0.01% 424
2023
Q2 		$3K Hold
94
– – ﹤0.01% 415
2023
Q1 		$3K Hold
94
– – ﹤0.01% 394
2022
Q4 		$3K Hold
94
– – ﹤0.01% 385
2022
Q3 		$3K Hold
94
– – ﹤0.01% 352
2022
Q2 		$3K Hold
94
– – ﹤0.01% 375
2022
Q1 		$3K Hold
94
– – ﹤0.01% 392
2021
Q4 		$4K Buy
94
+40
+74% +$1.53K ﹤0.01% 381
2021
Q3 		$2K Hold
54
– – ﹤0.01% 381
2021
Q2 		$2K Buy
+54
New +$2.01K ﹤0.01% 380

Other funds holding XJH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return

Pin Oak Investment Advisors's XJH Position: Q3 2025 in Review

Pin Oak Investment Advisors sold out of iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q3 2025, closing a stake of 94 shares — an estimated $3K sold.

Pin Oak Investment Advisors first reported a position in XJH in Q2 2021 and held it in 17 quarters. The position peaked at $4K in Q1 2025. 150 funds tracked by Wall St. Rank hold XJH as of Q3 2025.

  • Pin Oak Investment Advisors reported no remaining iShares ESG Screened S&P Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 94 iShares ESG Screened S&P Mid-Cap ETF shares in Q3 2025, an estimated $3K.
  • Pin Oak Investment Advisors first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2021 and held it in 17 quarters.
  • Pin Oak Investment Advisors's iShares ESG Screened S&P Mid-Cap ETF position peaked at $4K in Q1 2025.
  • 150 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q3 2025.

Based on Pin Oak Investment Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.