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

Sage Financial Group’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 		$1.75M Buy
33,606
+2,044
+6% +$101K 0.1% 49
2026
Q1 		$1.43M Buy
31,562
+590
+2% +$27.6K 0.09% 47
2025
Q4 		$1.38M Buy
30,972
+604
+2% +$26.6K 0.09% 47
2025
Q3 		$1.33M Buy
30,368
+354
+1% +$15.3K 0.09% 45
2025
Q2 		$1.25M Buy
30,014
+2,358
+9% +$92.7K 0.09% 48
2025
Q1 		$1.08M Buy
27,656
+750
+3% +$31.2K 0.09% 48
2024
Q4 		$1.13M Buy
26,906
+1,633
+6% +$70.6K 0.09% 48
2024
Q3 		$1.07M Buy
25,273
+641
+3% +$26.1K 0.09% 50
2024
Q2 		$975K Buy
24,632
+1,348
+6% +$53.4K 0.08% 50
2024
Q1 		$956K Buy
23,284
+2,452
+12% +$94.3K 0.09% 49
2023
Q4 		$786K Buy
20,832
+3,336
+19% +$115K 0.08% 53
2023
Q3 		$593K Buy
17,496
+1,022
+6% +$36.4K 0.07% 54
2023
Q2 		$587K Buy
16,474
+5,720
+53% +$193K 0.06% 55
2023
Q1 		$366K Buy
10,754
+4,406
+69% +$153K 0.04% 76
2022
Q4 		$208K Buy
+6,348
New +$208K 0.03% 94

Other funds holding XJH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
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
B
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
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Sage Financial Group's XJH Position: Q2 2026 in Review

Sage Financial Group increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 6.5% in Q2 2026, buying an estimated $101K and bringing the position to 33,606 shares worth $1.75M. The position accounts for 0.1% of the portfolio, ranked #49.

Sage Financial Group first reported a position in XJH in Q4 2022 and has held it in 15 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Sage Financial Group held 33,606 shares of iShares ESG Screened S&P Mid-Cap ETF worth $1.75M as of Q2 2026.
  • Sage Financial Group bought 2,044 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $101K.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.1% of Sage Financial Group's portfolio in Q2 2026, its #49 holding.
  • Sage Financial Group first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.