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

Trilogy Capital’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	$1.57M	Buy	30,195 +1,467	+5%	+$72.5K	0.06%	170
2026 Q1	$1.3M	Buy	28,728 +2,327	+9%	+$109K	0.06%	172
2025 Q4	$1.18M	Sell	26,401 -1,188	-4%	-$52.4K	0.05%	174
2025 Q3	$1.21M	Sell	27,589 -87	-0.3%	-$3.75K	0.06%	167
2025 Q2	$1.15M	Buy	27,676 +442	+2%	+$17.4K	0.06%	166
2025 Q1	$1.06M	Buy	+27,234	New	+$1.13M	0.06%	166

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

Trilogy Capital's XJH Position: Q2 2026 in Review

Trilogy Capital increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 5.1% in Q2 2026, buying an estimated $72.5K and bringing the position to 30,195 shares worth $1.57M. The position accounts for 0.06% of the portfolio, ranked #170.

Trilogy Capital first reported a position in XJH in Q1 2025 and has held it in 6 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

Trilogy Capital held 30,195 shares of iShares ESG Screened S&P Mid-Cap ETF worth $1.57M as of Q2 2026.
Trilogy Capital bought 1,467 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $72.5K.
iShares ESG Screened S&P Mid-Cap ETF made up 0.06% of Trilogy Capital's portfolio in Q2 2026, its #170 holding.
Trilogy Capital first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Trilogy Capital's 13F filing for Q2 2026, filed 6 Jul 2026.