Ritter Daniher Financial Advisory’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Ritter Daniher Financial Advisory’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	$68.6K	Hold	1,316	–	–	0.01%	249
2026 Q1	$59.7K	Buy	1,316 +120	+10%	+$5.62K	0.01%	258
2025 Q4	$53.4K	Hold	1,196	–	–	0.01%	269
2025 Q3	$52.4K	Sell	1,196 -404	-25%	-$17.4K	0.01%	230
2025 Q2	$66.4K	Hold	1,600	–	–	0.02%	151
2025 Q1	$62.5K	Buy	+1,600	New	+$66.6K	0.02%	149

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

Ritter Daniher Financial Advisory's XJH Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its iShares ESG Screened S&P Mid-Cap ETF (XJH) position steady in Q2 2026 at 1,316 shares worth $68.6K. The position accounts for 0.01% of the portfolio, ranked #249.

Ritter Daniher Financial Advisory first reported a position in XJH in Q1 2025 and has held it in 6 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

Ritter Daniher Financial Advisory held 1,316 shares of iShares ESG Screened S&P Mid-Cap ETF worth $68.6K as of Q2 2026.
Ritter Daniher Financial Advisory left its iShares ESG Screened S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares ESG Screened S&P Mid-Cap ETF made up 0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #249 holding.
Ritter Daniher Financial Advisory first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.