Steward Partners Investment Advisory, LLC
Position in XJR — iShares ESG Select Screened S&P Small-Cap ETF
CIK 1723397
STAMFORD, CT
All Filings in XJR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XJR | $130,614 | 3,000 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 XJR | $127,740 | 3,000 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 XJR | $127,680 | 3,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 XJR | $79,100 | 2,000 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 XJR | $120,547 | 3,204 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 XJR | $131,786 | 3,204 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 XJR | $113,056 | 2,704 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 XJR | $102,403 | 2,704 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 XJR | $105,915 | 2,704 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 XJR | $57,387 | 1,500 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||