Asset Dedication, LLC
Position in XJR — iShares ESG Select Screened S&P Small-Cap ETF
CIK 1475896
SAN FRANCISCO, CA
All Filings in XJR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XJR | $468,294 | 10,756 | Shares | Sole | 2026-05-29 | |
| 2025-12-31 XJR | $457,990 | 10,756 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 XJR | $457,775 | 10,756 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 XJR | $425,399 | 10,756 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 XJR | $394,412 | 10,483 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 XJR | $431,186 | 10,483 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 XJR | $438,304 | 10,483 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 XJR | $396,585 | 10,472 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||