Compass Wealth Management LLC
Position in XJR — iShares ESG Select Screened S&P Small-Cap ETF
CIK 1965653
GUILFORD, CT
All Filings in XJR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 XJR | $30,099 | 800 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 XJR | $12,339 | 300 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 XJR | $12,543 | 300 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 XJR | $11,361 | 300 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 XJR | $11,751 | 300 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 XJR | $11,477 | 300 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 XJR | $9,918 | 300 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 XJR | $10,506 | 300 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 XJR | $10,172 | 300 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 XJR | $9,965 | 300 | Shares | Sole | 2023-02-17 | |
| No filing history on record for this holder in this stock. | ||||||