Raymond James Financial
XJH icon

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

Raymond James 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
2026
Q1 		$21.4M Sell
471,717
-99,496
-17% -$4.66M 0.01% 1421
2025
Q4 		$25.5M Buy
571,213
+22,908
+4% +$1.01M 0.01% 1272
2025
Q3 		$24M Buy
548,305
+13,661
+3% +$589K 0.01% 1289
2025
Q2 		$22.2M Buy
534,644
+5,682
+1% +$223K 0.01% 1293
2025
Q1 		$20.7M Buy
528,962
+66,196
+14% +$2.76M 0.01% 1284
2024
Q4 		$19.4M Buy
+462,766
New +$20M 0.01% 1341

Other funds holding XJH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
EB
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
B
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
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Raymond James Financial's XJH Position: Q1 2026 in Review

Raymond James Financial reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 17% in Q1 2026, selling an estimated $4.66M and leaving 471,717 shares worth $21.4M. The position accounts for 0.01% of the portfolio, ranked #1421.

Raymond James Financial first reported a position in XJH in Q4 2024 and has held it in 6 quarters since. The position peaked at $25.5M in Q4 2025. 179 funds tracked by Wall St. Rank hold XJH as of Q1 2026.

  • Raymond James Financial held 471,717 shares of iShares ESG Screened S&P Mid-Cap ETF worth $21.4M as of Q1 2026.
  • Raymond James Financial sold 99,496 iShares ESG Screened S&P Mid-Cap ETF shares in Q1 2026, an estimated $4.66M.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1421 holding.
  • Raymond James Financial first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's iShares ESG Screened S&P Mid-Cap ETF position peaked at $25.5M in Q4 2025.
  • 179 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.