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WR Wealth Planners’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

WR Wealth Planners’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
2024
Q4 		$8.83K Sell
211
-187
-47% -$8.09K ﹤0.01% 610
2024
Q3 		$16.8K Sell
398
-5
-1% -$204 ﹤0.01% 536
2024
Q2 		$15.9K Sell
403
-586
-59% -$23.2K ﹤0.01% 486
2024
Q1 		$40.6K Buy
+989
New +$38K 0.01% 361
2023
Q4 		– Sell
-1,143
Closed -$38.7K – 870
2023
Q3 		$38.7K Sell
1,143
-14
-1% -$499 0.01% 350
2023
Q2 		$41.2K Sell
1,157
-449
-28% -$15.2K 0.02% 343
2023
Q1 		$54.6K Sell
1,606
-165
-9% -$5.72K 0.02% 311
2022
Q4 		$58.1K Sell
1,771
-610
-26% -$20K 0.04% 163
2022
Q3 		$70.8K Sell
2,381
-448
-16% -$14.6K 0.05% 142
2022
Q2 		$86.5K Sell
2,829
-815
-22% -$27.2K 0.06% 139
2022
Q1 		$133K Buy
+3,644
New +$133K 0.08% 118

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
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WR Wealth Planners's XJH Position: Q4 2024 in Review

WR Wealth Planners reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 47% in Q4 2024, selling an estimated $8.09K and leaving 211 shares worth $8.83K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

WR Wealth Planners first reported a position in XJH in Q1 2022 and has held it in 11 quarters since. The position peaked at $133K in Q1 2022. 139 funds tracked by Wall St. Rank hold XJH as of Q4 2024.

  • WR Wealth Planners held 211 shares of iShares ESG Screened S&P Mid-Cap ETF worth $8.83K as of Q4 2024.
  • WR Wealth Planners sold 187 iShares ESG Screened S&P Mid-Cap ETF shares in Q4 2024, an estimated $8.09K.
  • iShares ESG Screened S&P Mid-Cap ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #610 holding.
  • WR Wealth Planners first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2022 and has held it in 11 quarters since.
  • WR Wealth Planners's iShares ESG Screened S&P Mid-Cap ETF position peaked at $133K in Q1 2022.
  • 139 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.