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

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

Historical chart of Brookstone 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 Brookstone 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 Brookstone Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $777k 8.5k 91.05
2023-09-30 $624k 7.7k 80.80
2023-06-30 $639k 7.7k 83.41
2023-03-31 $2.3M 29k 78.16
2022-12-31 $2.2M 30k 72.75
2022-09-30 $2.0M 30k 66.35
2022-06-30 $2.3M 31k 74.17
2022-03-31 $3.3M 40k 83.53
2021-12-31 $7.7M 85k 90.27
2021-09-30 $9.2M 108k 85.25
2021-06-30 $9.2M 109k 84.15
2021-03-31 $8.3M 109k 76.36
2020-12-31 $3.4M 48k 71.55
2020-09-30 $3.2M 25k 127.96
2020-06-30 $2.4M 21k 118.03
2020-03-31 $1.1M 11k 97.38
2019-12-31 $745k 6.2k 120.12
2019-09-30 $529k 4.8k 110.99
2019-06-30 $246k 2.3k 109.28
2018-12-31 $271k 2.9k 93.13
2018-09-30 $369k 3.5k 106.93
2018-06-30 $312k 3.1k 100.81