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

SageView Advisory 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	$1.35M	Sell	25,861 -29	-0.1%	-$1.43K	0.04%	205
2026 Q1	$1.17M	Sell	25,890 -93	-0.4%	-$4.36K	0.04%	213
2025 Q4	$1.16M	Buy	25,983 +1,314	+5%	+$57.9K	0.04%	239
2025 Q3	$1.08M	Buy	24,669 +1,574	+7%	+$67.8K	0.04%	258
2025 Q2	$994K	Buy	23,095 +2,896	+14%	+$114K	0.04%	244
2025 Q1	$789K	Buy	+20,199	New	+$841K	0.03%	259

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

SageView Advisory Group's XJH Position: Q2 2026 in Review

SageView Advisory Group reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 0.11% in Q2 2026, selling an estimated $1.43K and leaving 25,861 shares worth $1.35M. The position accounts for 0.04% of the portfolio, ranked #205.

SageView Advisory Group first reported a position in XJH in Q1 2025 and has held it in 6 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

SageView Advisory Group held 25,861 shares of iShares ESG Screened S&P Mid-Cap ETF worth $1.35M as of Q2 2026.
SageView Advisory Group sold 29 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.43K.
iShares ESG Screened S&P Mid-Cap ETF made up 0.04% of SageView Advisory Group's portfolio in Q2 2026, its #205 holding.
SageView Advisory Group first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.