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Wood Tarver Financial Group’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Wood Tarver Financial Group’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
2025
Q3 		– Sell
-2,442
Closed -$101K – 661
2025
Q2 		$101K Buy
2,442
+12
+0.5% +$472 0.03% 214
2025
Q1 		$94.9K Buy
2,430
+10
+0.4% +$417 0.03% 206
2024
Q4 		$101K Buy
+2,420
New +$105K 0.03% 194

Other funds holding XJH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return

Wood Tarver Financial Group's XJH Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q3 2025, closing a stake of 2,442 shares — an estimated $101K sold.

Wood Tarver Financial Group first reported a position in XJH in Q4 2024 and held it in 3 quarters. The position peaked at $101K in Q2 2025. 150 funds tracked by Wall St. Rank hold XJH as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining iShares ESG Screened S&P Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 2,442 iShares ESG Screened S&P Mid-Cap ETF shares in Q3 2025, an estimated $101K.
  • Wood Tarver Financial Group first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's iShares ESG Screened S&P Mid-Cap ETF position peaked at $101K in Q2 2025.
  • 150 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.