Pathway Financial Advisors LLC
Position in XJR — iShares ESG Select Screened S&P Small-Cap ETF
CIK 1738828
SOUTH BURLINGTON, VT
All Filings in XJR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XJR | $533,122 | 12,245 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 XJR | $521,392 | 12,245 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 XJR | $505,357 | 11,874 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 XJR | $469,616 | 11,874 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 XJR | $449,794 | 11,955 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 XJR | $477,213 | 11,602 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 XJR | $314,042 | 7,511 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 XJR | $385,746 | 9,848 | Shares | Sole | 2024-04-10 | |
| No filing history on record for this holder in this stock. | ||||||