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iShares FTSE KLD 400 Social Idx shares owned by JB Capital

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

Historical chart of JB Capital 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 JB Capital 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 JB Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $288k 2.9k 100.80
2023-12-31 $241k 2.6k 91.04
2023-06-30 $210k 2.5k 84.19
2022-12-31 $200k 2.8k 71.79

More positions owned by JB Capital

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Mbs Etf (MBB)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Hdg Msci Eafe (HEFA)
Apple (AAPL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Broadcom (AVGO)

View all positions for JB Capital

Top funds holding iShares FTSE KLD 400 Social Idx

Bank of America Corporation
Jpmorgan Chase & Co
Bank of New York Mellon
LPL Financial
Envestnet Portfolio Solutions
UBS Group
Betterment
Sei Investments
Goldman Sachs Group
HPM Partners
Wells Fargo & Company
Mariner Wealth Advisors
Branch Banking & Trust Company
Advisor Group Holdings
Commonwealth Equity Services

View all funds holding iShares FTSE KLD 400 Social Idx