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

RVW Wealth’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	$713K	Sell	13,663 -31	-0.2%	-$1.53K	0.05%	92
2026 Q1	$621K	Hold	13,694	–	–	0.05%	99
2025 Q4	$611K	Hold	13,694	–	–	0.05%	97
2025 Q3	$600K	Hold	13,694	–	–	0.05%	94
2025 Q2	$568K	Sell	13,694 -4,309	-24%	-$169K	0.05%	91
2025 Q1	$703K	Sell	18,003 -17,857	-50%	-$744K	0.07%	76
2024 Q4	$1.5M	Sell	35,860 -780	-2%	-$33.7K	0.14%	53
2024 Q3	$1.55M	Sell	36,640 -1,996	-5%	-$81.4K	0.14%	56
2024 Q2	$1.53M	Sell	38,636 -9,385	-20%	-$372K	0.15%	53
2024 Q1	$1.97M	Sell	48,021 -16,891	-26%	-$650K	0.2%	50
2023 Q4	$2.45M	Sell	64,912 -31,990	-33%	-$1.1M	0.27%	45
2023 Q3	$3.28M	Sell	96,902 -35,005	-27%	-$1.25M	0.4%	40
2023 Q2	$4.7M	Sell	131,907 -153,275	-54%	-$5.17M	0.55%	38
2023 Q1	$9.69M	Sell	285,182 -213,638	-43%	-$7.4M	1.2%	29
2022 Q4	$16.4M	Sell	498,820 -54,182	-10%	-$1.77M	2.08%	22
2022 Q3	$16.4M	Buy	553,002 +82,620	+18%	+$2.7M	2.31%	16
2022 Q2	$14.4M	Sell	470,382 -16,459	-3%	-$550K	1.93%	19
2022 Q1	$17.8M	Buy	486,841 +45,315	+10%	+$1.65M	2.06%	22
2021 Q4	$17.2M	Buy	441,526 +427,953	+3,153%	+$16.3M	1.92%	23
2021 Q3	$0	Buy	+13,573	New	+$503K	﹤0.01%	121

Other funds holding XJH

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

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 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

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

RVW Wealth's XJH Position: Q2 2026 in Review

RVW Wealth reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 0.23% in Q2 2026, selling an estimated $1.53K and leaving 13,663 shares worth $713K. The position accounts for 0.05% of the portfolio, ranked #92.

RVW Wealth first reported a position in XJH in Q3 2021 and has held it in 20 quarters since. The position peaked at $17.8M in Q1 2022. 28 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

RVW Wealth held 13,663 shares of iShares ESG Screened S&P Mid-Cap ETF worth $713K as of Q2 2026.
RVW Wealth sold 31 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.53K.
iShares ESG Screened S&P Mid-Cap ETF made up 0.05% of RVW Wealth's portfolio in Q2 2026, its #92 holding.
RVW Wealth first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q3 2021 and has held it in 20 quarters since.
RVW Wealth's iShares ESG Screened S&P Mid-Cap ETF position peaked at $17.8M in Q1 2022.
28 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.