Focus Partners Wealth
Position in XJR — iShares ESG Select Screened S&P Small-Cap ETF
CIK 1542153
ST LOUIS, MO
All Filings in XJR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XJR | $4,028,179 | 92,521 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 XJR | $3,923,874 | 92,153 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 XJR | $3,805,459 | 89,414 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 XJR | $3,423,843 | 86,570 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 XJR | $2,009,460 | 53,409 | Shares | Sole | 2025-05-20 | |
| No filing history on record for this holder in this stock. | ||||||