Medallion Wealth Advisors, LLC
Position in XJR — iShares ESG Select Screened S&P Small-Cap ETF
CIK 2131139
FARMINGTON, CT
All Filings in XJR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XJR | $30,908 | 710 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 XJR | $29,120 | 684 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 XJR | $25,406 | 597 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 XJR | $23,610 | 597 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 XJR | $37,622 | 1,000 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 XJR | $40,266 | 979 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||