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iShares FTSE KLD 400 Social Idx shares owned by Rogco

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Rogco from 13F filings

Historical chart of Rogco investment in iShares FTSE KLD 400 Social Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE KLD 400 Social Idx held by Rogco consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Rogco

Quarter filed Position value Share count Share price at filing
2024-03-31 $906k 9.0k 100.81
2023-12-31 $878k 9.6k 91.05
2023-09-30 $814k 10k 81.41

More positions owned by Rogco

iShares Core S&P 500 ETF Core S&p500 Etf (IVV)
Vanguard Total Bond Market ETF Total Bnd Mrkt (BND)
iShares Core MSCI EAFE ETF Core Msci Eafe (IEFA)
iShares Gold Trust Ishares New (IAU)
Vanguard Short-Term Treasury ETF Short Term Treas (VGSH)
SPDR Portfolio Short Term Corporate Bond ETF Portfolio Short (SPSB)
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH)
Vanguard Intmdt-Term Trs ETF Inter Term Treas (VGIT)
Kroger (KR)
iShares Core MSCI Emerging Markets ETF Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)
Principal Spectrum Pref Secs Actv ETF Spectrum Pfd (PREF)
Lincoln Electric Holdings (LECO)
Apple (AAPL)
iShares S&P 500 Value ETF S&p 500 Val Etf (IVE)

View all positions for Rogco

Top funds holding iShares FTSE KLD 400 Social Idx

Bank of America Corporation
Jpmorgan Chase & Co
Bank of New York Mellon
LPL Financial
Envestnet Portfolio Solutions
UBS Group
Betterment
Sei Investments
Goldman Sachs Group
HPM Partners
Wells Fargo & Company
Mariner Wealth Advisors
Branch Banking & Trust Company
Advisor Group Holdings
Commonwealth Equity Services

View all funds holding iShares FTSE KLD 400 Social Idx