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

Spire 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	$4.38K	Hold	84	–	–	﹤0.01%	1849
2026 Q1	$3.81K	Hold	84	–	–	﹤0.01%	1901
2025 Q4	$3.75K	Hold	84	–	–	﹤0.01%	1971
2025 Q3	$3.68K	Hold	84	–	–	﹤0.01%	2031
2025 Q2	$3.49K	Hold	84	–	–	﹤0.01%	2046
2025 Q1	$3.28K	Hold	84	–	–	﹤0.01%	2170
2024 Q4	$3.51K	Hold	84	–	–	﹤0.01%	2132
2024 Q3	$3.55K	Hold	84	–	–	﹤0.01%	1895
2024 Q2	$3.32K	Hold	84	–	–	﹤0.01%	1913
2024 Q1	$3.45K	Buy	84 +24	+40%	+$923	﹤0.01%	2002
2023 Q4	$2.23K	Hold	60	–	–	﹤0.01%	2121
2023 Q3	$2.04K	Hold	60	–	–	﹤0.01%	2138
2023 Q2	$2.14K	Hold	60	–	–	﹤0.01%	2187
2023 Q1	$2.04K	Buy	60 +28	+88%	+$970	﹤0.01%	2263
2022 Q4	$1K	Hold	32	–	–	﹤0.01%	2267
2022 Q3	$1K	Buy	+32	New	+$1.05K	﹤0.01%	2147

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

Spire Wealth Management's XJH Position: Q2 2026 in Review

Spire Wealth Management held its iShares ESG Screened S&P Mid-Cap ETF (XJH) position steady in Q2 2026 at 84 shares worth $4.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1849.

Spire Wealth Management first reported a position in XJH in Q3 2022 and has held it in 16 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

Spire Wealth Management held 84 shares of iShares ESG Screened S&P Mid-Cap ETF worth $4.38K as of Q2 2026.
Spire Wealth Management left its iShares ESG Screened S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares ESG Screened S&P Mid-Cap ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1849 holding.
Spire Wealth Management first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q3 2022 and has held it in 16 quarters since.
194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.