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

WhitTier Trust 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	$36.3K	Hold	710	–	–	﹤0.01%	806
2026 Q1	$32.6K	Hold	710	–	–	﹤0.01%	801
2025 Q4	$33.1K	Hold	710	–	–	﹤0.01%	793
2025 Q3	$31.3K	Hold	710	–	–	﹤0.01%	788
2025 Q2	$29.5K	Hold	710	–	–	﹤0.01%	895
2025 Q1	$27.7K	Hold	710	–	–	﹤0.01%	899
2024 Q4	$29.7K	Hold	710	–	–	﹤0.01%	861
2024 Q3	$30K	Hold	710	–	–	﹤0.01%	860
2024 Q2	$28.1K	Hold	710	–	–	﹤0.01%	825
2024 Q1	$29.2K	Hold	710	–	–	﹤0.01%	785
2023 Q4	$26.8K	Hold	710	–	–	﹤0.01%	787
2023 Q3	$24K	Hold	710	–	–	﹤0.01%	787
2023 Q2	$25.3K	Hold	710	–	–	﹤0.01%	810
2023 Q1	$24.1K	Hold	710	–	–	﹤0.01%	813
2022 Q4	$23.3K	Hold	710	–	–	﹤0.01%	815
2022 Q3	$21K	Buy	+710	New	+$23.2K	﹤0.01%	807

Other funds holding XJH

LPL Financial San Diego, California $445B AUM 25.58% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

WhitTier Trust Company's XJH Position: Q2 2026 in Review

WhitTier Trust Company held its iShares ESG Screened S&P Mid-Cap ETF (XJH) position steady in Q2 2026 at 710 shares worth $36.3K. The position accounts for ﹤0.01% of the portfolio, ranked #806.

WhitTier Trust Company first reported a position in XJH in Q3 2022 and has held it in 16 quarters since. 123 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

WhitTier Trust Company held 710 shares of iShares ESG Screened S&P Mid-Cap ETF worth $36.3K as of Q2 2026.
WhitTier Trust Company left its iShares ESG Screened S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares ESG Screened S&P Mid-Cap ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #806 holding.
WhitTier Trust Company first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q3 2022 and has held it in 16 quarters since.
123 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.