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

Principal Securities’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 Q4	–	Sell	-64	Closed	-$2.81K	–	3529
2025 Q3	$2.81K	Hold	64	–	–	﹤0.01%	3147
2025 Q2	$2.66K	Buy	64 +11	+21%	+$432	﹤0.01%	3056
2025 Q1	$2.22K	Hold	53	–	–	﹤0.01%	3021
2024 Q4	$2.22K	Hold	53	–	–	﹤0.01%	3015
2024 Q3	$2.24K	Hold	53	–	–	﹤0.01%	2922
2024 Q2	$2.1K	Hold	53	–	–	﹤0.01%	2902
2024 Q1	$2.18K	Buy	53 +2	+4%	+$77	﹤0.01%	2856
2023 Q4	$1.92K	Buy	+51	New	+$1.75K	﹤0.01%	2823

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

LGWM

Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

Principal Securities's XJH Position: Q4 2025 in Review

Principal Securities sold out of iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q4 2025, closing a stake of 64 shares — an estimated $2.81K sold.

Principal Securities first reported a position in XJH in Q4 2023 and held it in 8 quarters. The position peaked at $2.81K in Q3 2025. 174 funds tracked by Wall St. Rank hold XJH as of Q4 2025.

Principal Securities reported no remaining iShares ESG Screened S&P Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 64 iShares ESG Screened S&P Mid-Cap ETF shares in Q4 2025, an estimated $2.81K.
Principal Securities first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2023 and held it in 8 quarters.
Principal Securities's iShares ESG Screened S&P Mid-Cap ETF position peaked at $2.81K in Q3 2025.
174 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.