Weil Company’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Weil Company’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	$521K	Sell	9,987 -528	-5%	-$26.1K	0.09%	89
2026 Q1	$477K	Buy	10,515 +356	+4%	+$16.7K	0.11%	85
2025 Q4	$454K	Sell	10,159 -201	-2%	-$8.86K	0.1%	83
2025 Q3	$454K	Buy	10,360 +1,126	+12%	+$48.5K	0.11%	84
2025 Q2	$383K	Buy	9,234 +3,011	+48%	+$118K	0.1%	88
2025 Q1	$243K	Buy	+6,223	New	+$259K	0.07%	91
2023 Q3	–	Sell	-5,822	Closed	-$207K	–	152
2023 Q2	$207K	Sell	5,822 -686	-11%	-$23.1K	0.09%	139
2023 Q1	$221K	Sell	6,508 -1,475	-18%	-$51.1K	0.1%	127
2022 Q4	$262K	Buy	+7,983	New	+$261K	0.12%	118

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

Weil Company's XJH Position: Q2 2026 in Review

Weil Company reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 5% in Q2 2026, selling an estimated $26.1K and leaving 9,987 shares worth $521K. The position accounts for 0.09% of the portfolio, ranked #89.

Weil Company first reported a position in XJH in Q4 2022 and has held it in 9 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

Weil Company held 9,987 shares of iShares ESG Screened S&P Mid-Cap ETF worth $521K as of Q2 2026.
Weil Company sold 528 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $26.1K.
iShares ESG Screened S&P Mid-Cap ETF made up 0.09% of Weil Company's portfolio in Q2 2026, its #89 holding.
Weil Company first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2022 and has held it in 9 quarters since.
194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Weil Company's 13F filing for Q2 2026, filed 5 Aug 2026.