iShares FTSE KLD 400 Social Idx shares owned by Westside Investment Management
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Westside Investment Management
from 13F filings
Historical chart of Westside Investment Management investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Westside Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $187k | 1.9k | 100.81 |
| 2023-12-31 | $168k | 1.9k | 91.05 |
| 2023-09-30 | $151k | 1.9k | 81.41 |
| 2023-06-30 | $156k | 1.9k | 84.17 |
| 2023-03-31 | $144k | 1.9k | 77.99 |
| 2022-12-31 | $111k | 1.6k | 71.61 |
| 2022-09-30 | $103k | 1.6k | 66.45 |
| 2022-06-30 | $111k | 1.6k | 71.61 |
| 2022-03-31 | $134k | 1.6k | 86.45 |
| 2021-12-31 | $144k | 1.6k | 92.90 |
| 2021-09-30 | $128k | 1.6k | 82.58 |
| 2021-06-30 | $128k | 1.6k | 82.58 |
| 2021-03-31 | $118k | 1.6k | 76.13 |
| 2020-12-31 | $110k | 1.6k | 70.97 |
| 2020-09-30 | $102k | 800 | 127.50 |
| 2020-06-30 | $94k | 800 | 117.50 |
| 2020-03-31 | $77k | 800 | 96.25 |
| 2019-06-30 | $87k | 800 | 108.75 |
| 2018-12-31 | $74k | 800 | 93.00 |
| 2018-06-30 | $81k | 800 | 101.28 |
| 2018-03-31 | $76k | 800 | 95.32 |
| 2017-12-31 | $81k | 800 | 101.17 |
| 2017-09-30 | $75k | 800 | 93.94 |
| 2017-06-30 | $72k | 1.3k | 55.76 |
| 2017-03-31 | $69k | 800 | 86.28 |
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