Private Advisor Group’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Private Advisor Group’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	$1.08M	Sell	20,672 -1,219	-6%	-$60.3K	﹤0.01%	1329
2026 Q1	$993K	Sell	21,891 -587	-3%	-$27.5K	﹤0.01%	1425
2025 Q4	$1M	Sell	22,478 -521	-2%	-$23K	﹤0.01%	1407
2025 Q3	$1.01M	Sell	22,999 -6,451	-22%	-$278K	0.01%	1365
2025 Q2	$1.22M	Sell	29,450 -7,447	-20%	-$293K	0.01%	1199
2025 Q1	$1.44M	Sell	36,897 -10,356	-22%	-$431K	0.01%	1055
2024 Q4	$1.98M	Buy	47,253 +1,523	+3%	+$65.9K	0.01%	889
2024 Q3	$1.93M	Buy	45,730 +12,804	+39%	+$522K	0.01%	900
2024 Q2	$1.3M	Buy	+32,926	New	+$1.3M	0.01%	1051

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

Private Advisor Group's XJH Position: Q2 2026 in Review

Private Advisor Group reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 5.6% in Q2 2026, selling an estimated $60.3K and leaving 20,672 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1329.

Private Advisor Group first reported a position in XJH in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.98M in Q4 2024. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

Private Advisor Group held 20,672 shares of iShares ESG Screened S&P Mid-Cap ETF worth $1.08M as of Q2 2026.
Private Advisor Group sold 1,219 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $60.3K.
iShares ESG Screened S&P Mid-Cap ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1329 holding.
Private Advisor Group first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
Private Advisor Group's iShares ESG Screened S&P Mid-Cap ETF position peaked at $1.98M in Q4 2024.
194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.