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Sanchez Levi Garrett’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Sanchez Levi Garrett’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 		$2.14M Sell
41,096
-1,174
-3% -$58K 1.16% 19
2026
Q1 		$1.92M Buy
+42,270
New +$1.98M 1.2% 19

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

Sanchez Levi Garrett's XJH Position: Q2 2026 in Review

Sanchez Levi Garrett reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 2.8% in Q2 2026, selling an estimated $58K and leaving 41,096 shares worth $2.14M. The position accounts for 1.16% of the portfolio, ranked #19.

Sanchez Levi Garrett first reported a position in XJH in Q1 2026 and has held it in 2 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Sanchez Levi Garrett held 41,096 shares of iShares ESG Screened S&P Mid-Cap ETF worth $2.14M as of Q2 2026.
  • Sanchez Levi Garrett sold 1,174 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $58K.
  • iShares ESG Screened S&P Mid-Cap ETF made up 1.16% of Sanchez Levi Garrett's portfolio in Q2 2026, its #19 holding.
  • Sanchez Levi Garrett first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Sanchez Levi Garrett's 13F filing for Q2 2026, filed 17 Aug 2026.