Milestone Investment Advisors LLC
Position in XJR — iShares ESG Select Screened S&P Small-Cap ETF
CIK 1967018
MIDDLETON, WI
All Filings in XJR
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XJR | $94,477 | 2,170 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 XJR | $92,398 | 2,170 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 XJR | $92,355 | 2,170 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 XJR | $85,823 | 2,170 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 XJR | $81,644 | 2,170 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 XJR | $89,256 | 2,170 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 XJR | $90,729 | 2,170 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 XJR | $82,180 | 2,170 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 XJR | $84,998 | 2,170 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 XJR | $83,019 | 2,170 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 XJR | $71,742 | 2,170 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 XJR | $75,993 | 2,170 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 XJR | $75,277 | 2,220 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 XJR | $23,851 | 718 | Shares | Sole | 2023-03-15 | |
| No filing history on record for this holder in this stock. | ||||||