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

WestHill 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 Q3	$431K	Buy	+8,844	New	+$452K	0.07%	59

Other funds holding XJH

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

Wealth Enhancement Advisory Services

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

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 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

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

WestHill Financial Advisors's XJH Position: Q3 2026 in Review

WestHill Financial Advisors opened a new position in iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q3 2026: 8,844 shares worth $431K. The stake represents 0.07% of the portfolio and ranks #59 among its holdings.

22 funds tracked by Wall St. Rank hold XJH as of Q3 2026.

WestHill Financial Advisors held 8,844 shares of iShares ESG Screened S&P Mid-Cap ETF worth $431K as of Q3 2026.
iShares ESG Screened S&P Mid-Cap ETF was a new WestHill Financial Advisors position in Q3 2026.
iShares ESG Screened S&P Mid-Cap ETF made up 0.07% of WestHill Financial Advisors's portfolio in Q3 2026, its #59 holding.
22 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q3 2026.

Based on WestHill Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.