Tarbox Family Office’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Tarbox Family Office’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	$605K	Buy	11,593 +3,179	+38%	+$157K	0.09%	60
2026 Q1	$382K	Buy	8,414 +406	+5%	+$19K	0.06%	77
2025 Q4	$358K	Sell	8,008 -313	-4%	-$13.8K	0.06%	83
2025 Q3	$365K	Buy	8,321 +3	+0%	+$129	0.05%	87
2025 Q2	$345K	Sell	8,318 -402	-5%	-$15.8K	0.05%	90
2025 Q1	$341K	Buy	8,720 +856	+11%	+$35.7K	0.06%	85
2024 Q4	$329K	Sell	7,864 -108	-1%	-$4.67K	0.05%	85
2024 Q3	$337K	Buy	7,972 +691	+9%	+$28.2K	0.06%	84
2024 Q2	$288K	Buy	7,281 +719	+11%	+$28.5K	0.05%	87
2024 Q1	$270K	Buy	6,562 +283	+5%	+$10.9K	0.05%	91
2023 Q4	$237K	Sell	6,279 -250	-4%	-$8.59K	0.05%	90
2023 Q3	$221K	Buy	+6,529	New	+$232K	0.05%	94

Other funds holding XJH

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 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

Tarbox Family Office's XJH Position: Q2 2026 in Review

Tarbox Family Office increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 38% in Q2 2026, buying an estimated $157K and bringing the position to 11,593 shares worth $605K. The position accounts for 0.09% of the portfolio, ranked #60.

Tarbox Family Office first reported a position in XJH in Q3 2023 and has held it in 12 quarters since. 105 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

Tarbox Family Office held 11,593 shares of iShares ESG Screened S&P Mid-Cap ETF worth $605K as of Q2 2026.
Tarbox Family Office bought 3,179 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $157K.
iShares ESG Screened S&P Mid-Cap ETF made up 0.09% of Tarbox Family Office's portfolio in Q2 2026, its #60 holding.
Tarbox Family Office first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
105 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Tarbox Family Office's 13F filing for Q2 2026, filed 3 Aug 2026.