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

Topel & Distasi Wealth 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 		$881K Sell
16,903
-859
-5% -$42.5K 0.43% 34
2026
Q1 		$806K Sell
17,762
-1,568
-8% -$73.4K 0.42% 39
2025
Q4 		$863K Buy
19,330
+286
+2% +$12.6K 0.42% 38
2025
Q3 		$835K Sell
19,044
-74
-0.4% -$3.19K 0.41% 39
2025
Q2 		$793K Buy
19,118
+1,148
+6% +$45.1K 0.42% 39
2025
Q1 		$702K Buy
17,970
+3,148
+21% +$131K 0.33% 52
2024
Q4 		$620K Sell
14,822
-67
-0.4% -$2.9K 0.27% 57
2024
Q3 		$630K Buy
14,889
+2,413
+19% +$98.4K 0.26% 57
2024
Q2 		$494K Sell
12,476
-13
-0.1% -$515 0.22% 57
2024
Q1 		$513K Buy
12,489
+943
+8% +$36.3K 0.23% 57
2023
Q4 		$436K Sell
11,546
-64
-0.6% -$2.2K 0.21% 57
2023
Q3 		$393K Buy
11,610
+950
+9% +$33.8K 0.21% 59
2023
Q2 		$380K Buy
10,660
+242
+2% +$8.17K 0.19% 62
2023
Q1 		$354K Buy
10,418
+3,731
+56% +$129K 0.18% 64
2022
Q4 		$219K Buy
6,687
+129
+2% +$4.22K 0.12% 69
2022
Q3 		$222K Buy
+6,558
New +$214K 0.12% 70

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

Topel & Distasi Wealth Management's XJH Position: Q2 2026 in Review

Topel & Distasi Wealth Management reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 4.8% in Q2 2026, selling an estimated $42.5K and leaving 16,903 shares worth $881K. The position accounts for 0.43% of the portfolio, ranked #34.

Topel & Distasi Wealth Management first reported a position in XJH in Q3 2022 and has held it in 16 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Topel & Distasi Wealth Management held 16,903 shares of iShares ESG Screened S&P Mid-Cap ETF worth $881K as of Q2 2026.
  • Topel & Distasi Wealth Management sold 859 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $42.5K.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.43% of Topel & Distasi Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Topel & Distasi Wealth Management first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.