RVW Wealth
XJH icon

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
Q3 		$666K Hold
13,663
– – 0.04% 103
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 		$9.7M 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

Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Sage Financial Group
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Affiance Financial
Affiance Financial St. Louis Park, Minnesota $701M AUM 9.88% 1-Year Est. Return
Shira Ridge Wealth Management
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
Birchbrook
Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

RVW Wealth's XJH Position: Q3 2026 in Review

RVW Wealth held its iShares ESG Screened S&P Mid-Cap ETF (XJH) position steady in Q3 2026 at 13,663 shares worth $666K. The position accounts for 0.04% of the portfolio, ranked #103.

RVW Wealth first reported a position in XJH in Q3 2021 and has held it in 21 quarters since. The position peaked at $17.8M in Q1 2022. 54 funds tracked by Wall St. Rank hold XJH as of Q3 2026.

  • RVW Wealth held 13,663 shares of iShares ESG Screened S&P Mid-Cap ETF worth $666K as of Q3 2026.
  • RVW Wealth left its iShares ESG Screened S&P Mid-Cap ETF share count unchanged in Q3 2026.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.04% of RVW Wealth's portfolio in Q3 2026, its #103 holding.
  • RVW Wealth first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q3 2021 and has held it in 21 quarters since.
  • RVW Wealth's iShares ESG Screened S&P Mid-Cap ETF position peaked at $17.8M in Q1 2022.
  • 54 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.