Cherry Tree Wealth Management, LLC
Position in XJR — iShares ESG Select Screened S&P Small-Cap ETF
CIK 1985414
MINNETONKA, MN
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 | $77,062 | 1,770 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 XJR | $75,366 | 1,770 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 XJR | $75,331 | 1,770 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 XJR | $84,043 | 2,125 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 XJR | $79,951 | 2,125 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 XJR | $87,405 | 2,125 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 XJR | $88,848 | 2,125 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 XJR | $80,475 | 2,125 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||