Highland Financial Advisors, LLC
Position in XJR — iShares ESG Select Screened S&P Small-Cap ETF
CIK 1939237
WAYNE, NJ
All Filings in XJR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XJR | $2,228,797 | 51,192 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 XJR | $1,964,172 | 46,129 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 XJR | $1,930,223 | 45,353 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 XJR | $1,518,166 | 38,386 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 XJR | $1,127,553 | 29,969 | Shares | Sole | 2025-04-08 | |
| No filing history on record for this holder in this stock. | ||||||