Beta Wealth Group, Inc.
Position in XJR — iShares ESG Select Screened S&P Small-Cap ETF
CIK 1594417
SAN DIEGO, CA
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 | $622,549 | 14,299 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 XJR | $633,675 | 14,882 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 XJR | $634,782 | 14,915 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 XJR | $605,431 | 15,308 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||