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iShares FTSE KLD 400 Social Idx shares owned by Allred Capital Management

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

Historical chart of Allred Capital Management 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 Allred Capital Management 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 Allred Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $893k 7.4k 121.19

More positions owned by Allred Capital Management

Ishares Tr Trust Ishare 0-1 (SHV)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Select Sector Spdr Tr State Street Hea (XLV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Proshares Tr S&p 500 Dv Arist (NOBL)
Johnson & Johnson (JNJ)
Ishares Tr Msci Usa Min Vol (USMV)
Alphabet Cap Stk Cl A (GOOGL)
Stryker Corporation (SYK)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Wal-Mart Stores (WMT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Exxon Mobil Corporation (XOM)

View all positions for Allred Capital Management

Top funds holding iShares FTSE KLD 400 Social Idx

Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
Bank of New York Mellon
LPL Financial
Ameriprise Financial
UBS Group
TrueNorth
Betterment
Mariner Wealth Advisors
Us Bancorp
Envestnet Portfolio Solutions
Rockefeller Capital Management
Sei Investments
Goldman Sachs Group

View all funds holding iShares FTSE KLD 400 Social Idx