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

Sax Wealth Advisors’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	–	Sell	-5,489	Closed	-$245K	–	561
2026 Q1	$245K	Hold	5,489	–	–	0.01%	431
2025 Q4	$245K	Hold	5,489	–	–	0.01%	439
2025 Q3	$241K	Sell	5,489 -845	-13%	-$36.4K	0.01%	391
2025 Q2	$263K	Hold	6,334	–	–	0.02%	366
2025 Q1	$247K	Buy	6,334 +1,114	+21%	+$46.4K	0.02%	318
2024 Q4	$218K	Hold	5,220	–	–	0.02%	308
2024 Q3	$221K	Buy	+5,220	New	+$213K	0.02%	265

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

Sax Wealth Advisors's XJH Position: Q2 2026 in Review

Sax Wealth Advisors sold out of iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q2 2026, closing a stake of 5,489 shares — an estimated $245K sold.

Sax Wealth Advisors first reported a position in XJH in Q3 2024 and held it in 7 quarters. The position peaked at $263K in Q2 2025. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

Sax Wealth Advisors reported no remaining iShares ESG Screened S&P Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Sax Wealth Advisors sold 5,489 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $245K.
Sax Wealth Advisors first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q3 2024 and held it in 7 quarters.
Sax Wealth Advisors's iShares ESG Screened S&P Mid-Cap ETF position peaked at $263K in Q2 2025.
194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.