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

Values Added 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	$1.05M	Buy	20,190 +471	+2%	+$23.3K	0.38%	48
2026 Q1	$895K	Buy	19,719 +1,191	+6%	+$55.8K	0.38%	48
2025 Q4	$827K	Sell	18,528 -5,288	-22%	-$233K	0.35%	53
2025 Q3	$1.04M	Buy	23,816 +9,599	+68%	+$414K	0.46%	43
2025 Q2	$590K	Buy	+14,217	New	+$559K	0.29%	65

Other funds holding XJH

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Values Added Financial's XJH Position: Q2 2026 in Review

Values Added Financial increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 2.4% in Q2 2026, buying an estimated $23.3K and bringing the position to 20,190 shares worth $1.05M. The position accounts for 0.38% of the portfolio, ranked #48.

Values Added Financial first reported a position in XJH in Q2 2025 and has held it in 5 quarters since. 71 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

Values Added Financial held 20,190 shares of iShares ESG Screened S&P Mid-Cap ETF worth $1.05M as of Q2 2026.
Values Added Financial bought 471 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $23.3K.
iShares ESG Screened S&P Mid-Cap ETF made up 0.38% of Values Added Financial's portfolio in Q2 2026, its #48 holding.
Values Added Financial first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
71 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.