GOULD ASSET MANAGEMENT LLC /CA/
Position in XJR — iShares ESG Select Screened S&P Small-Cap ETF
CIK 1091961
CLAREMONT, CA
All Filings in XJR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XJR | $398,590 | 9,155 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 XJR | $370,020 | 8,690 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 XJR | $369,846 | 8,690 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 XJR | $340,723 | 8,615 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 XJR | $324,130 | 8,615 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 XJR | $346,331 | 8,420 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 XJR | $354,766 | 8,485 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 XJR | $325,879 | 8,605 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 XJR | $335,099 | 8,555 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 XJR | $274,118 | 7,165 | Shares | Sole | 2024-02-02 | |
| No filing history on record for this holder in this stock. | ||||||