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

StrongBox Wealth’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 		$46.4K Buy
+889
New +$44K 0.01% 177

Other funds holding XJH

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
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
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

StrongBox Wealth's XJH Position: Q2 2026 in Review

StrongBox Wealth opened a new position in iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q2 2026: 889 shares worth $46.4K. The stake represents 0.01% of the portfolio and ranks #177 among its holdings.

52 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • StrongBox Wealth held 889 shares of iShares ESG Screened S&P Mid-Cap ETF worth $46.4K as of Q2 2026.
  • iShares ESG Screened S&P Mid-Cap ETF was a new StrongBox Wealth position in Q2 2026.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.01% of StrongBox Wealth's portfolio in Q2 2026, its #177 holding.
  • 52 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.