Robertson Stephens Wealth Management, LLC
Position in XJR — iShares ESG Select Screened S&P Small-Cap ETF
CIK 1767307
San Francisco, 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 | $441,214 | 10,134 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 XJR | $289,373 | 6,796 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 XJR | $289,237 | 6,796 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 XJR | $276,533 | 6,992 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||