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XJH icon

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

Sound Stewardship’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 		$268K Sell
5,146
-44
-0.8% -$2.17K 0.11% 63
2026
Q1 		$235K Sell
5,190
-265
-5% -$12.4K 0.11% 59
2025
Q4 		$244K Sell
5,455
-47
-0.9% -$2.07K 0.12% 57
2025
Q3 		$241K Buy
5,502
+201
+4% +$8.66K 0.12% 61
2025
Q2 		$220K Buy
+5,301
New +$208K 0.11% 61

Other funds holding XJH

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
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 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
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
B
Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Sound Stewardship's XJH Position: Q2 2026 in Review

Sound Stewardship reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 0.85% in Q2 2026, selling an estimated $2.17K and leaving 5,146 shares worth $268K. The position accounts for 0.11% of the portfolio, ranked #63.

Sound Stewardship first reported a position in XJH in Q2 2025 and has held it in 5 quarters since. 28 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Sound Stewardship held 5,146 shares of iShares ESG Screened S&P Mid-Cap ETF worth $268K as of Q2 2026.
  • Sound Stewardship sold 44 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $2.17K.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.11% of Sound Stewardship's portfolio in Q2 2026, its #63 holding.
  • Sound Stewardship first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 28 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Sound Stewardship's 13F filing for Q2 2026, filed 13 Jul 2026.