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Robertson Stephens Wealth Management’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Robertson Stephens Wealth Management’s Portfolio XJH Stock Details XJH Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$863K Buy
20,792
+1,878
+10% +$77.9K 0.03% 283
2025
Q1 		$739K Buy
18,914
+9,857
+109% +$385K 0.03% 300
2024
Q4 		$379K Buy
+9,057
New +$379K 0.01% 415