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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.88M	Buy	36,048 +2,386	+7%	+$118K	0.05%	225
2026 Q1	$1.53M	Buy	33,662 +6,395	+23%	+$300K	0.04%	238
2025 Q4	$1.22M	Buy	27,267 +5,923	+28%	+$261K	0.03%	265
2025 Q3	$936K	Buy	21,344 +552	+3%	+$23.8K	0.03%	266
2025 Q2	$863K	Buy	20,792 +1,878	+10%	+$73.8K	0.03%	285
2025 Q1	$739K	Buy	18,914 +9,857	+109%	+$411K	0.03%	305
2024 Q4	$379K	Buy	+9,057	New	+$392K	0.01%	418

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

Robertson Stephens Wealth Management's XJH Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 7.1% in Q2 2026, buying an estimated $118K and bringing the position to 36,048 shares worth $1.88M. The position accounts for 0.05% of the portfolio, ranked #225.

Robertson Stephens Wealth Management first reported a position in XJH in Q4 2024 and has held it in 7 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

Robertson Stephens Wealth Management held 36,048 shares of iShares ESG Screened S&P Mid-Cap ETF worth $1.88M as of Q2 2026.
Robertson Stephens Wealth Management bought 2,386 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $118K.
iShares ESG Screened S&P Mid-Cap ETF made up 0.05% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #225 holding.
Robertson Stephens Wealth Management first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.