WFA of San Diego’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

WFA of San Diego’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	–	Sell	-791	Closed	-$35.9K	–	383
2026 Q1	$35.9K	Hold	791	–	–	0.03%	206
2025 Q4	$35.3K	Hold	791	–	–	0.03%	217
2025 Q3	$34.7K	Hold	791	–	–	0.02%	234
2025 Q2	$32.8K	Buy	+791	New	+$31.1K	0.02%	240
2024 Q3	$33.5K	Hold	791	–	–	0.03%	211
2024 Q2	$31.3K	Buy	+791	New	+$31.3K	0.03%	212
2023 Q3	$26.8K	Hold	791	–	–	0.03%	219
2023 Q2	$28.2K	Buy	+791	New	+$26.7K	0.03%	216
2023 Q1	–	Sell	-791	Closed	-$25.9K	–	440
2022 Q4	$25.9K	Buy	+791	New	+$25.9K	0.02%	266

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

WFA of San Diego's XJH Position: Q2 2026 in Review

WFA of San Diego sold out of iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q2 2026, closing a stake of 791 shares — an estimated $35.9K sold.

WFA of San Diego first reported a position in XJH in Q4 2022 and held it in 9 quarters. The position peaked at $35.9K in Q1 2026. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

WFA of San Diego reported no remaining iShares ESG Screened S&P Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 791 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $35.9K.
WFA of San Diego first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2022 and held it in 9 quarters.
WFA of San Diego's iShares ESG Screened S&P Mid-Cap ETF position peaked at $35.9K in Q1 2026.
194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.