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iShares FTSE KLD 400 Social Idx shares owned by Childress Capital Advisors

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

Historical chart of Childress Capital Advisors 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 Childress Capital Advisors 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 Childress Capital Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.6M 29k 91.05
2023-09-30 $2.4M 29k 81.41
2023-06-30 $2.2M 27k 84.17
2023-03-31 $2.1M 27k 77.99
2022-12-31 $2.1M 29k 71.79
2022-09-30 $1.4M 20k 66.95
2022-06-30 $1.5M 21k 71.88
2022-03-31 $1.8M 21k 86.57
2021-12-31 $1.9M 21k 92.91
2021-09-30 $1.7M 20k 83.19
2021-06-30 $1.7M 20k 82.80
2021-03-31 $1.5M 20k 76.33