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

Stratos Wealth Partners’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	$642K	Sell	12,301 -1,425	-10%	-$70.5K	0.01%	1034
2026 Q1	$623K	Buy	13,726 +2,361	+21%	+$111K	0.01%	979
2025 Q4	$507K	Sell	11,365 -3,308	-23%	-$146K	0.01%	1042
2025 Q3	$643K	Buy	14,673 +158	+1%	+$6.81K	0.01%	919
2025 Q2	$602K	Sell	14,515 -754	-5%	-$29.6K	0.01%	860
2025 Q1	$597K	Sell	15,269 -74	-0.5%	-$3.08K	0.01%	826
2024 Q4	$642K	Buy	15,343 +3,567	+30%	+$154K	0.01%	839
2024 Q3	$498K	Sell	11,776 -68	-0.6%	-$2.77K	0.01%	946
2024 Q2	$469K	Buy	11,844 +27	+0.2%	+$1.07K	0.01%	926
2024 Q1	$485K	Buy	11,817 +2,752	+30%	+$106K	0.01%	906
2023 Q4	$342K	Buy	9,065 +58	+0.6%	+$1.99K	0.01%	1021
2023 Q3	$305K	Buy	+9,007	New	+$321K	0.01%	1006

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

Stratos Wealth Partners's XJH Position: Q2 2026 in Review

Stratos Wealth Partners reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 10% in Q2 2026, selling an estimated $70.5K and leaving 12,301 shares worth $642K. The position accounts for 0.01% of the portfolio, ranked #1034.

Stratos Wealth Partners first reported a position in XJH in Q3 2023 and has held it in 12 quarters since. The position peaked at $643K in Q3 2025. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

Stratos Wealth Partners held 12,301 shares of iShares ESG Screened S&P Mid-Cap ETF worth $642K as of Q2 2026.
Stratos Wealth Partners sold 1,425 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $70.5K.
iShares ESG Screened S&P Mid-Cap ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1034 holding.
Stratos Wealth Partners first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
Stratos Wealth Partners's iShares ESG Screened S&P Mid-Cap ETF position peaked at $643K in Q3 2025.
194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.