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

Stordahl Capital 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 		$686K Hold
13,152
– – 0.13% 38
2026
Q1 		$597K Buy
13,152
+1,044
+9% +$48.9K 0.12% 38
2025
Q4 		$541K Buy
12,108
+260
+2% +$11.5K 0.11% 40
2025
Q3 		$520K Buy
11,848
+124
+1% +$5.34K 0.11% 40
2025
Q2 		$487K Buy
11,724
+3,203
+38% +$126K 0.11% 39
2025
Q1 		$333K Buy
8,521
+2,605
+44% +$109K 0.08% 44
2024
Q4 		$248K Buy
+5,916
New +$256K 0.06% 54

Other funds holding XJH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
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
B
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
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Stordahl Capital Management's XJH Position: Q2 2026 in Review

Stordahl Capital Management held its iShares ESG Screened S&P Mid-Cap ETF (XJH) position steady in Q2 2026 at 13,152 shares worth $686K. The position accounts for 0.13% of the portfolio, ranked #38.

Stordahl Capital Management first reported a position in XJH in Q4 2024 and has held it in 7 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Stordahl Capital Management held 13,152 shares of iShares ESG Screened S&P Mid-Cap ETF worth $686K as of Q2 2026.
  • Stordahl Capital 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 0.13% of Stordahl Capital Management's portfolio in Q2 2026, its #38 holding.
  • Stordahl Capital Management first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Stordahl Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.