Valeo Financial Advisors, LLC
Position in XJR — iShares ESG Select Screened S&P Small-Cap ETF
CIK 1722641
CARMEL, IN
All Filings in XJR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XJR | $289,658 | 6,653 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 XJR | $309,897 | 7,278 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 XJR | $309,155 | 7,264 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 XJR | $286,460 | 7,243 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 XJR | $264,534 | 7,031 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 XJR | $281,466 | 6,843 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 XJR | $282,976 | 6,768 | Shares | Sole | 2024-10-10 | |
| No filing history on record for this holder in this stock. | ||||||