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

Regatta Capital 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
2025
Q1 		– Sell
-5,580
Closed -$233K – 195
2024
Q4 		$233K Hold
5,580
– – 0.05% 171
2024
Q3 		$236K Sell
5,580
-1,745
-24% -$71.1K 0.05% 173
2024
Q2 		$290K Sell
7,325
-618
-8% -$24.5K 0.06% 154
2024
Q1 		$326K Sell
7,943
-1,245
-14% -$47.9K 0.07% 146
2023
Q4 		$347K Sell
9,188
-912
-9% -$31.3K 0.09% 132
2023
Q3 		$342K Sell
10,100
-2,089
-17% -$74.4K 0.11% 126
2023
Q2 		$434K Sell
12,189
-9,552
-44% -$322K 0.14% 115
2023
Q1 		$713K Hold
21,741
– – 0.25% 86
2022
Q4 		$713K Sell
21,741
-8,298
-28% -$271K 0.25% 86
2022
Q3 		$919K Hold
30,039
– – 0.38% 70
2022
Q2 		$919K Buy
30,039
+6,998
+30% +$234K 0.44% 64
2022
Q1 		$843K Buy
23,041
+12,781
+125% +$465K 0.29% 80
2021
Q4 		$399K Buy
+10,260
New +$392K 0.14% 121

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
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Regatta Capital Group's XJH Position: Q1 2025 in Review

Regatta Capital Group sold out of iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q1 2025, closing a stake of 5,580 shares — an estimated $233K sold.

Regatta Capital Group first reported a position in XJH in Q4 2021 and held it in 13 quarters. The position peaked at $919K in Q3 2022. 139 funds tracked by Wall St. Rank hold XJH as of Q1 2025.

  • Regatta Capital Group reported no remaining iShares ESG Screened S&P Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Regatta Capital Group sold 5,580 iShares ESG Screened S&P Mid-Cap ETF shares in Q1 2025, an estimated $233K.
  • Regatta Capital Group first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2021 and held it in 13 quarters.
  • Regatta Capital Group's iShares ESG Screened S&P Mid-Cap ETF position peaked at $919K in Q3 2022.
  • 139 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q1 2025.

Based on Regatta Capital Group's 13F filing for Q1 2025, filed 14 Apr 2025.