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

Wells Financial Advisors’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 Q1	–	Sell	-800	Closed	-$35.7K	–	72
2025 Q4	$35.7K	Hold	800	–	–	0.07%	57
2025 Q3	$35.1K	Hold	800	–	–	0.05%	60
2025 Q2	$33.2K	Hold	800	–	–	0.05%	64
2025 Q1	$31.3K	Hold	800	–	–	0.04%	62
2024 Q4	$33.5K	Hold	800	–	–	0.05%	64
2024 Q3	$33.8K	Sell	800 -83	-9%	-$3.38K	0.05%	62
2024 Q2	$34.9K	Hold	883	–	–	0.02%	70
2024 Q1	$36.3K	Sell	883 -82	-8%	-$3.15K	0.02%	58
2023 Q4	$36.4K	Hold	965	–	–	0.03%	54
2023 Q3	$32.7K	Hold	965	–	–	0.03%	54
2023 Q2	$34.4K	Buy	+965	New	+$32.6K	0.03%	54

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 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

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

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Wells Financial Advisors's XJH Position: Q1 2026 in Review

Wells Financial Advisors sold out of iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q1 2026, closing a stake of 800 shares — an estimated $35.7K sold.

Wells Financial Advisors first reported a position in XJH in Q2 2023 and held it in 11 quarters. The position peaked at $36.4K in Q4 2023. 180 funds tracked by Wall St. Rank hold XJH as of Q1 2026.

Wells Financial Advisors reported no remaining iShares ESG Screened S&P Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
Wells Financial Advisors sold 800 iShares ESG Screened S&P Mid-Cap ETF shares in Q1 2026, an estimated $35.7K.
Wells Financial Advisors first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2023 and held it in 11 quarters.
Wells Financial Advisors's iShares ESG Screened S&P Mid-Cap ETF position peaked at $36.4K in Q4 2023.
180 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q1 2026.

Based on Wells Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.