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

Urban Financial Advisory Corp’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	$145K	Buy	2,781 +2,780	+278,000%	+$137K	0.04%	41
2026 Q1	$38	Hold	1	–	–	﹤0.01%	55
2025 Q4	$38	Hold	1	–	–	﹤0.01%	52
2025 Q3	$37	Buy	+1	New	+$43	﹤0.01%	50
2025 Q2	–	Sell	-2,398	Closed	-$93.7K	–	53
2025 Q1	$93.7K	Buy	2,398 +6	+0.3%	+$250	0.05%	41
2024 Q4	$100K	Buy	2,392 +11	+0.5%	+$476	0.06%	34
2024 Q3	$101K	Buy	+2,381	New	+$97.1K	0.06%	35

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

Urban Financial Advisory Corp's XJH Position: Q2 2026 in Review

Urban Financial Advisory Corp increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 278,000% in Q2 2026, buying an estimated $137K and bringing the position to 2,781 shares worth $145K. The position accounts for 0.04% of the portfolio, ranked #41.

Urban Financial Advisory Corp first reported a position in XJH in Q3 2024 and has held it in 7 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

Urban Financial Advisory Corp held 2,781 shares of iShares ESG Screened S&P Mid-Cap ETF worth $145K as of Q2 2026.
Urban Financial Advisory Corp bought 2,780 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $137K.
iShares ESG Screened S&P Mid-Cap ETF made up 0.04% of Urban Financial Advisory Corp's portfolio in Q2 2026, its #41 holding.
Urban Financial Advisory Corp first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q3 2024 and has held it in 7 quarters since.
194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Urban Financial Advisory Corp's 13F filing for Q2 2026, filed 6 Aug 2026.