Question 1

How many shares of XJH does OSAIC HOLDINGS, INC. own?

Accepted Answer

As of 2026-Q2, OSAIC HOLDINGS, INC. holds 47,253 shares of XJH (ISHARES TR).

Question 2

What is OSAIC HOLDINGS, INC.'s XJH position worth?

Accepted Answer

As of 2026-Q2, OSAIC HOLDINGS, INC.'s XJH position is worth $2.5M.

Question 3

Is OSAIC HOLDINGS, INC. buying or selling XJH?

Accepted Answer

In 2026-Q2, OSAIC HOLDINGS, INC. increased their XJH position (+25.8% change in shares).

Question 4

When did OSAIC HOLDINGS, INC. first buy XJH?

Accepted Answer

Based on available 13F filings, OSAIC HOLDINGS, INC. first reported a position in XJH in 2024-Q3. They have held the position across 23 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	47,253	+25.8%	$2.5M	0.0%	$52.15	32
2026-Q1	Decreased	37,559	-10.2%	$1.7M	0.0%	$47.88	0
2025-Q4	Decreased	41,815	-6.2%	$1.9M	0.0%	$45.13	0
2025-Q3	Increased	44,584	+20.3%	$2M	0.0%	$43.50	31
2025-Q2	Increased	37,055	+6.0%	$1.5M	0.0%	$41.29	27
2025-Q1	Increased	34,956	+35.4%	$1.4M	0.0%	$38.63	33
2024-Q4	Decreased	25,811	-0.8%	$1.1M	0.0%	$41.27	0
2024-Q3	Increased	26,021	+4.1%	$1.1M	0.0%	$41.51	26

XJHShowing 8 of 23 quarters

XJH
Showing 8 of 23 quarters