iShares FTSE KLD 400 Social Idx shares owned by Wealth Management Partners
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Wealth Management Partners
from 13F filings
Historical chart of Wealth Management Partners investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Wealth Management Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 11k | 100.81 |
| 2023-12-31 | $1.0M | 11k | 91.05 |
| 2023-09-30 | $898k | 11k | 81.41 |
| 2023-06-30 | $874k | 10k | 84.17 |
| 2023-03-31 | $820k | 11k | 77.99 |
| 2022-12-31 | $760k | 11k | 69.09 |
| 2022-09-30 | $840k | 12k | 70.00 |
| 2022-06-30 | $946k | 13k | 72.77 |
| 2022-03-31 | $1.4M | 16k | 86.56 |
| 2021-12-31 | $1.5M | 16k | 93.00 |
| 2021-09-30 | $1.5M | 18k | 82.84 |
| 2021-06-30 | $1.5M | 18k | 82.84 |
| 2021-03-31 | $1.3M | 17k | 78.28 |
| 2020-12-31 | $1.3M | 17k | 73.22 |
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