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Wealth Advisory Team’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Wealth Advisory Team’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 		$1.04M Buy
+20,016
New +$990K 0.85% 19
2025
Q4 		$763K Buy
+17,087
New +$753K 0.67% 21
2025
Q2 		$706K Buy
+17,010
New +$669K 0.66% 21

Other funds holding XJH

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealth Advisory Team's XJH Position: Q2 2026 in Review

Wealth Advisory Team opened a new position in iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q2 2026: 20,016 shares worth $1.04M. The stake represents 0.85% of the portfolio and ranks #19 among its holdings. This is a return to the name: Wealth Advisory Team previously reported a position in XJH as recently as Q4 2025.

Wealth Advisory Team first reported a position in XJH in Q2 2025 and has held it in 3 quarters since. 135 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Wealth Advisory Team held 20,016 shares of iShares ESG Screened S&P Mid-Cap ETF worth $1.04M as of Q2 2026.
  • iShares ESG Screened S&P Mid-Cap ETF was a new Wealth Advisory Team position in Q2 2026.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.85% of Wealth Advisory Team's portfolio in Q2 2026, its #19 holding.
  • Wealth Advisory Team first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2025 and has held it in 3 quarters since.
  • 135 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Wealth Advisory Team's 13F filing for Q2 2026, filed 23 Jul 2026.