iShares FTSE KLD 400 Social Idx shares owned by Dougherty Wealth Advisers
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Dougherty Wealth Advisers
from 13F filings
Historical chart of Dougherty Wealth Advisers investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Dougherty Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $27k | 269 | 100.81 |
| 2023-12-31 | $27k | 295 | 91.05 |
| 2023-09-30 | $24k | 295 | 81.41 |
| 2023-06-30 | $25k | 295 | 84.17 |
| 2023-03-31 | $23k | 295 | 77.99 |
| 2022-12-31 | $20k | 274 | 71.79 |
| 2022-09-30 | $18k | 274 | 65.69 |
| 2022-06-30 | $20k | 274 | 72.99 |
| 2022-03-31 | $24k | 274 | 87.59 |
| 2021-12-31 | $25k | 274 | 91.24 |
| 2021-09-30 | $25k | 301 | 83.06 |
| 2021-06-30 | $25k | 301 | 83.06 |
| 2021-03-31 | $23k | 304 | 75.66 |
| 2020-12-31 | $22k | 304 | 72.37 |
| 2020-09-30 | $19k | 152 | 125.00 |
| 2020-06-30 | $18k | 152 | 118.42 |
| 2020-03-31 | $15k | 152 | 98.68 |
| 2019-12-31 | $20k | 169 | 118.34 |
| 2019-09-30 | $19k | 169 | 112.43 |
| 2019-06-30 | $16k | 150 | 106.67 |
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