Truist Financial
XJH icon

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

Truist Financial’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 		$1.02M Sell
19,490
-388
-2% -$19.2K ﹤0.01% 1769
2026
Q1 		$902K Sell
19,878
-39
-0.2% -$1.83K ﹤0.01% 1761
2025
Q4 		$889K Sell
19,917
-463
-2% -$20.4K ﹤0.01% 1724
2025
Q3 		$894K Buy
20,380
+10,458
+105% +$451K ﹤0.01% 1728
2025
Q2 		$412K Buy
9,922
+358
+4% +$14.1K ﹤0.01% 2044
2025
Q1 		$374K Buy
9,564
+272
+3% +$11.3K ﹤0.01% 2031
2024
Q4 		$389K Buy
9,292
+141
+2% +$6.1K ﹤0.01% 2022
2024
Q3 		$387K Buy
9,151
+899
+11% +$36.7K ﹤0.01% 1997
2024
Q2 		$327K Buy
8,252
+225
+3% +$8.91K ﹤0.01% 2252
2024
Q1 		$330K Buy
8,027
+313
+4% +$12K ﹤0.01% 2241
2023
Q4 		$291K Buy
7,714
+853
+12% +$29.3K ﹤0.01% 2319
2023
Q3 		$232K Buy
6,861
+1,214
+21% +$43.2K ﹤0.01% 2382
2023
Q2 		$201K Buy
+5,647
New +$191K ﹤0.01% 2435

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

Truist Financial's XJH Position: Q2 2026 in Review

Truist Financial reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 2% in Q2 2026, selling an estimated $19.2K and leaving 19,490 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1769.

Truist Financial first reported a position in XJH in Q2 2023 and has held it in 13 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Truist Financial held 19,490 shares of iShares ESG Screened S&P Mid-Cap ETF worth $1.02M as of Q2 2026.
  • Truist Financial sold 388 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $19.2K.
  • iShares ESG Screened S&P Mid-Cap ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1769 holding.
  • Truist Financial first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.