Valley National Advisers’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Valley National Advisers’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	$50.6K	Hold	971	–	–	0.01%	413
2026 Q1	$44K	Hold	971	–	–	0.01%	418
2025 Q4	$43K	Hold	971	–	–	0.01%	414
2025 Q3	$42K	Hold	971	–	–	0.01%	399
2025 Q2	$40K	Buy	+971	New	+$38.2K	0.01%	403

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

Valley National Advisers's XJH Position: Q2 2026 in Review

Valley National Advisers held its iShares ESG Screened S&P Mid-Cap ETF (XJH) position steady in Q2 2026 at 971 shares worth $50.6K. The position accounts for 0.01% of the portfolio, ranked #413.

Valley National Advisers first reported a position in XJH in Q2 2025 and has held it in 5 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

Valley National Advisers held 971 shares of iShares ESG Screened S&P Mid-Cap ETF worth $50.6K as of Q2 2026.
Valley National Advisers left its iShares ESG Screened S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares ESG Screened S&P Mid-Cap ETF made up 0.01% of Valley National Advisers's portfolio in Q2 2026, its #413 holding.
Valley National Advisers first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.