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

Whittier Trust’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	$1.05M	Hold	20,309	–	–	0.01%	375
2026 Q1	$933K	Hold	20,309	–	–	0.01%	351
2025 Q4	$946K	Hold	20,309	–	–	0.01%	352
2025 Q3	$896K	Hold	20,309	–	–	0.01%	359
2025 Q2	$843K	Hold	20,309	–	–	0.01%	410
2025 Q1	$793K	Hold	20,309	–	–	0.01%	415
2024 Q4	$850K	Buy	20,309 +142	+0.7%	+$6.14K	0.01%	406
2024 Q3	$853K	Hold	20,167	–	–	0.01%	416
2024 Q2	$798K	Hold	20,167	–	–	0.01%	405
2024 Q1	$828K	Hold	20,167	–	–	0.01%	392
2023 Q4	$761K	Buy	20,167 +2,460	+14%	+$84.5K	0.01%	401
2023 Q3	$600K	Buy	+17,707	New	+$631K	0.01%	433

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

Whittier Trust's XJH Position: Q2 2026 in Review

Whittier Trust held its iShares ESG Screened S&P Mid-Cap ETF (XJH) position steady in Q2 2026 at 20,309 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #375.

Whittier Trust first reported a position in XJH in Q3 2023 and has held it in 12 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

Whittier Trust held 20,309 shares of iShares ESG Screened S&P Mid-Cap ETF worth $1.05M as of Q2 2026.
Whittier Trust 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's portfolio in Q2 2026, its #375 holding.
Whittier Trust first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

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