HEADINVEST, LLC
Position in XJR — iShares ESG Select Screened S&P Small-Cap ETF
CIK 1372130
Portland, ME
All Filings in XJR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XJR | $544,442 | 12,505 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 XJR | $534,591 | 12,555 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 XJR | $460,924 | 10,830 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 XJR | $417,252 | 10,550 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 XJR | $451,864 | 12,010 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 XJR | $452,863 | 11,010 | Shares | Sole | 2025-02-18 | |
| 2023-09-30 XJR | $34,714 | 1,050 | Shares | Sole | 2023-12-11 | |
| No filing history on record for this holder in this stock. | ||||||