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Shira Ridge Wealth Management’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Shira Ridge Wealth Management’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 		$1.19M Sell
22,896
-805
-3% -$39.8K 0.42% 30
2026
Q1 		$1.08M Sell
23,701
-4,194
-15% -$196K 0.43% 32
2025
Q4 		$1.25M Sell
27,895
-109,315
-80% -$4.82M 0.5% 32
2025
Q3 		$6.02M Sell
137,210
-4,338
-3% -$187K 2.55% 12
2025
Q2 		$5.87M Buy
141,548
+5,613
+4% +$221K 2.68% 11
2025
Q1 		$5.31M Buy
135,935
+11,330
+9% +$472K 2.65% 11
2024
Q4 		$5.21M Buy
124,605
+6,105
+5% +$264K 2.55% 10
2024
Q3 		$5.01M Sell
118,500
-9,151
-7% -$373K 2.56% 11
2024
Q2 		$5.05M Sell
127,651
-53
-0% -$2.1K 2.81% 8
2024
Q1 		$5.25M Sell
127,704
-3,589
-3% -$138K 3% 7
2023
Q4 		$4.95M Sell
131,293
-1,523
-1% -$52.3K 2.97% 8
2023
Q3 		$4.5M Buy
132,816
+1,123
+0.9% +$40K 2.96% 9
2023
Q2 		$4.69M Sell
131,693
-155
-0.1% -$5.23K 2.94% 10
2023
Q1 		$4.48M Buy
131,848
+1,521
+1% +$52.7K 2.96% 11
2022
Q4 		$4.28M Buy
+130,327
New +$4.26M 2.94% 13

Other funds holding XJH

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Shira Ridge Wealth Management's XJH Position: Q2 2026 in Review

Shira Ridge Wealth Management reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 3.4% in Q2 2026, selling an estimated $39.8K and leaving 22,896 shares worth $1.19M. The position accounts for 0.42% of the portfolio, ranked #30.

Shira Ridge Wealth Management first reported a position in XJH in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.02M in Q3 2025. 63 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Shira Ridge Wealth Management held 22,896 shares of iShares ESG Screened S&P Mid-Cap ETF worth $1.19M as of Q2 2026.
  • Shira Ridge Wealth Management sold 805 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $39.8K.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.42% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Shira Ridge Wealth Management first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Shira Ridge Wealth Management's iShares ESG Screened S&P Mid-Cap ETF position peaked at $6.02M in Q3 2025.
  • 63 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.