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 Q3	$1.06M	Buy	21,792 +1,602	+8%	+$81.8K	0.38%	50
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

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $701M AUM 9.88% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return

Values Added Financial's XJH Position: Q3 2026 in Review

Values Added Financial increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 7.9% in Q3 2026, buying an estimated $81.8K and bringing the position to 21,792 shares worth $1.06M. The position accounts for 0.38% of the portfolio, ranked #50.

Values Added Financial first reported a position in XJH in Q2 2025 and has held it in 6 quarters since. 59 funds tracked by Wall St. Rank hold XJH as of Q3 2026.

Values Added Financial held 21,792 shares of iShares ESG Screened S&P Mid-Cap ETF worth $1.06M as of Q3 2026.
Values Added Financial bought 1,602 iShares ESG Screened S&P Mid-Cap ETF shares in Q3 2026, an estimated $81.8K.
iShares ESG Screened S&P Mid-Cap ETF made up 0.38% of Values Added Financial's portfolio in Q3 2026, its #50 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 6 quarters since.
59 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.