Wealth Enhancement Advisory Services
XJH icon

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

Wealth Enhancement Advisory Services’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 		$3.1M Buy
60,395
+48,809
+421% +$2.41M 0.01% 1301
2026
Q1 		$530K Sell
11,586
-5,818
-33% -$273K ﹤0.01% 2274
2025
Q4 		$810K Buy
17,404
+1,175
+7% +$51.8K ﹤0.01% 2096
2025
Q3 		$708K Buy
16,229
+458
+3% +$19.7K ﹤0.01% 2095
2025
Q2 		$673K Sell
15,771
-2,803
-15% -$110K ﹤0.01% 1995
2025
Q1 		$726K Sell
18,574
-1,795
-9% -$74.8K ﹤0.01% 1797
2024
Q4 		$852K Buy
20,369
+340
+2% +$14.7K ﹤0.01% 1631
2024
Q3 		$847K Buy
20,029
+1,422
+8% +$58K ﹤0.01% 1489
2024
Q2 		$736K Buy
18,607
+9,956
+115% +$394K ﹤0.01% 1418
2024
Q1 		$355K Sell
8,651
-97
-1% -$3.73K ﹤0.01% 1809
2023
Q4 		$330K Buy
8,748
+124
+1% +$4.26K ﹤0.01% 1755
2023
Q3 		$292K Buy
+8,624
New +$307K ﹤0.01% 1757

Other funds holding XJH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
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
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

Wealth Enhancement Advisory Services's XJH Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 421% in Q2 2026, buying an estimated $2.41M and bringing the position to 60,395 shares worth $3.1M. The position accounts for 0.01% of the portfolio, ranked #1301.

Wealth Enhancement Advisory Services first reported a position in XJH in Q3 2023 and has held it in 12 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Wealth Enhancement Advisory Services held 60,395 shares of iShares ESG Screened S&P Mid-Cap ETF worth $3.1M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 48,809 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $2.41M.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1301 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.