Steward Partners Investment Advisory’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Steward Partners Investment Advisory’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	$1.25M	Sell	24,054 -1,429	-6%	-$70.7K	0.01%	1153
2026 Q1	$1.16M	Sell	25,483 -409	-2%	-$19.2K	0.01%	1086
2025 Q4	$1.16M	Sell	25,892 -4,266	-14%	-$188K	0.01%	1004
2025 Q3	$1.32M	Sell	30,158 -613	-2%	-$26.4K	0.01%	934
2025 Q2	$1.28M	Buy	30,771 +681	+2%	+$26.8K	0.01%	883
2025 Q1	$1.18M	Sell	30,090 -24,092	-44%	-$1M	0.01%	856
2024 Q4	$2.27M	Sell	54,182 -3,864	-7%	-$167K	0.02%	597
2024 Q3	$2.45M	Buy	58,046 +2,196	+4%	+$89.5K	0.02%	563
2024 Q2	$2.21M	Buy	55,850 +1,340	+2%	+$53.1K	0.02%	556
2024 Q1	$2.24M	Buy	54,510 +53,728	+6,871%	+$2.07M	0.02%	547
2023 Q4	$29.5K	Buy	+782	New	+$26.9K	﹤0.01%	2208

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

Steward Partners Investment Advisory's XJH Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 5.6% in Q2 2026, selling an estimated $70.7K and leaving 24,054 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #1153.

Steward Partners Investment Advisory first reported a position in XJH in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.45M in Q3 2024. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

Steward Partners Investment Advisory held 24,054 shares of iShares ESG Screened S&P Mid-Cap ETF worth $1.25M as of Q2 2026.
Steward Partners Investment Advisory sold 1,429 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $70.7K.
iShares ESG Screened S&P Mid-Cap ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1153 holding.
Steward Partners Investment Advisory first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Steward Partners Investment Advisory's iShares ESG Screened S&P Mid-Cap ETF position peaked at $2.45M in Q3 2024.
194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.