Creative Planning
Position in XJR — iShares ESG Select Screened S&P Small-Cap ETF
CIK 1540235
OVERLAND PARK, KS
All Filings in XJR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XJR | $1,091,105 | 25,061 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 XJR | $293,716 | 6,898 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 XJR | $295,408 | 6,941 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 XJR | $274,516 | 6,941 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||