Balanced Rock Investment Advisors LLC
Position in XJR — iShares ESG Select Screened S&P Small-Cap ETF
CIK 2011851
ROSLINDALE, MA
All Filings in XJR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XJR | $396,544 | 9,108 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 XJR | $379,472 | 8,912 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 XJR | $302,218 | 7,101 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 XJR | $285,748 | 7,225 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 XJR | $992,445 | 26,378 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 XJR | $1,116,692 | 27,149 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 XJR | $1,618,127 | 38,701 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 XJR | $1,433,871 | 37,862 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 XJR | $1,434,405 | 36,620 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 XJR | $821,169 | 21,464 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||