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

RTD Financial Advisors’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	$1.67M	Buy	32,103 +13	+0%	+$643	0.18%	66
2026 Q1	$1.46M	Buy	32,090 +326	+1%	+$15.3K	0.18%	64
2025 Q4	$1.42M	Sell	31,764 -1,473	-4%	-$64.9K	0.17%	58
2025 Q3	$1.46M	Buy	33,237 +2,443	+8%	+$105K	0.18%	57
2025 Q2	$1.28M	Buy	30,794 +1,205	+4%	+$47.4K	0.16%	58
2025 Q1	$1.16M	Buy	29,589 +1,775	+6%	+$73.9K	0.16%	61
2024 Q4	$1.16M	Buy	27,814 +4,210	+18%	+$182K	0.15%	61
2024 Q3	$998K	Buy	+23,604	New	+$962K	0.13%	63

Other funds holding XJH

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

RTD Financial Advisors's XJH Position: Q2 2026 in Review

RTD Financial Advisors increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 0.04% in Q2 2026, buying an estimated $643 and bringing the position to 32,103 shares worth $1.67M. The position accounts for 0.18% of the portfolio, ranked #66.

RTD Financial Advisors first reported a position in XJH in Q3 2024 and has held it in 8 quarters since. 62 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

RTD Financial Advisors held 32,103 shares of iShares ESG Screened S&P Mid-Cap ETF worth $1.67M as of Q2 2026.
RTD Financial Advisors bought 13 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $643.
iShares ESG Screened S&P Mid-Cap ETF made up 0.18% of RTD Financial Advisors's portfolio in Q2 2026, its #66 holding.
RTD Financial Advisors first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
62 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.