Shira Ridge Wealth Management
Position in XJH — iShares ESG Select Screened S&P Mid-Cap ETF
CIK 1961210
LARKSPUR, CA
All Filings in XJH
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XJH | $1,075,314 | 23,701 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 XJH | $1,245,511 | 27,895 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 XJH | $6,016,658 | 137,210 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 XJH | $5,874,242 | 141,548 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 XJH | $5,310,980 | 135,935 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 XJH | $5,212,974 | 124,605 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 XJH | $5,011,246 | 118,500 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 XJH | $5,051,150 | 127,651 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 XJH | $5,246,080 | 127,704 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 XJH | $4,953,028 | 131,293 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 XJH | $4,498,477 | 132,816 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 XJH | $4,690,904 | 131,693 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 XJH | $4,481,513 | 131,848 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 XJH | $4,275,116 | 130,327 | Shares | Sole | 2023-01-12 | |
| No filing history on record for this holder in this stock. | ||||||