iShares FTSE KLD 400 Social Idx shares owned by Aj Wealth Strategies
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Aj Wealth Strategies
from 13F filings
Historical chart of Aj Wealth Strategies investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Aj Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $1.4M | 17k | 84.17 |
| 2023-03-31 | $1.3M | 17k | 77.99 |
| 2022-12-31 | $1.2M | 17k | 71.81 |
| 2022-09-30 | $1.4M | 22k | 66.97 |
| 2022-06-30 | $1.2M | 17k | 71.87 |
| 2022-03-31 | $1.5M | 17k | 86.64 |
| 2021-12-31 | $1.6M | 17k | 92.89 |
| 2021-09-30 | $1.4M | 17k | 83.18 |
| 2021-06-30 | $1.4M | 17k | 82.83 |
| 2021-03-31 | $1.3M | 17k | 76.34 |
| 2020-12-31 | $1.2M | 17k | 71.51 |
| 2020-09-30 | $1.1M | 8.4k | 127.90 |
| 2020-06-30 | $991k | 8.4k | 118.02 |
| 2020-03-31 | $818k | 8.4k | 97.42 |
| 2019-12-31 | $1.0M | 8.5k | 120.08 |
| 2019-09-30 | $946k | 8.5k | 110.93 |
| 2019-06-30 | $1.6M | 14k | 109.34 |
| 2019-03-31 | $1.4M | 13k | 105.45 |
| 2018-12-31 | $614k | 6.6k | 92.97 |
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