MISSION WEALTH MANAGEMENT, LP
Position in XJR — iShares ESG Select Screened S&P Small-Cap ETF
CIK 1645382
Santa Barbara, 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 | $248,297 | 5,703 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 XJR | $330,591 | 7,764 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 XJR | $339,118 | 7,968 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 XJR | $317,705 | 8,033 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||