Smithfield Trust’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Smithfield Trust’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	$63K	Sell	1,216 -310	-20%	-$15.3K	﹤0.01%	572
2026 Q1	$68K	Buy	1,526 +555	+57%	+$26K	﹤0.01%	546
2025 Q4	$43K	Buy	971 +114	+13%	+$5.03K	﹤0.01%	615
2025 Q3	$37K	Hold	857	–	–	﹤0.01%	623
2025 Q2	$35K	Hold	857	–	–	﹤0.01%	621
2025 Q1	$33K	Hold	857	–	–	﹤0.01%	616
2024 Q4	$36K	Sell	857 -255	-23%	-$11K	﹤0.01%	618
2024 Q3	$47K	Hold	1,112	–	–	﹤0.01%	574
2024 Q2	$45K	Hold	1,112	–	–	﹤0.01%	561
2024 Q1	$47K	Hold	1,112	–	–	﹤0.01%	574
2023 Q4	$42K	Hold	1,112	–	–	﹤0.01%	580
2023 Q3	$38K	Sell	1,112 -265	-19%	-$9.44K	﹤0.01%	576
2023 Q2	$50K	Hold	1,377	–	–	﹤0.01%	552
2023 Q1	$47K	Buy	1,377 +1,350	+5,000%	+$46.8K	﹤0.01%	533
2022 Q4	$1K	Hold	27	–	–	﹤0.01%	976
2022 Q3	$1K	Hold	27	–	–	﹤0.01%	1047
2022 Q2	$1K	Buy	+27	New	+$902	﹤0.01%	1067

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

Smithfield Trust's XJH Position: Q2 2026 in Review

Smithfield Trust reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 20% in Q2 2026, selling an estimated $15.3K and leaving 1,216 shares worth $63K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Smithfield Trust first reported a position in XJH in Q2 2022 and has held it in 17 quarters since. The position peaked at $68K in Q1 2026. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

Smithfield Trust held 1,216 shares of iShares ESG Screened S&P Mid-Cap ETF worth $63K as of Q2 2026.
Smithfield Trust sold 310 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $15.3K.
iShares ESG Screened S&P Mid-Cap ETF made up ﹤0.01% of Smithfield Trust's portfolio in Q2 2026, its #572 holding.
Smithfield Trust first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2022 and has held it in 17 quarters since.
Smithfield Trust's iShares ESG Screened S&P Mid-Cap ETF position peaked at $68K in Q1 2026.
194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Smithfield Trust's 13F filing for Q2 2026, filed 5 Aug 2026.