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iShares FTSE KLD 400 Social Idx shares owned by JDM Financial Group

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

Historical chart of JDM Financial Group 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 JDM Financial Group 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 JDM Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $54k 445 121.19
2024-12-31 $13k 116 109.95

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Bny Mellon Us Large Cap Core Equity Etf Etf (BKLC)
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Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Vanguard S&p 500 Etf Etf (VOO)
Ishares S&p 500 Index Etf (IVV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Mid Cap Etf (VO)
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Apple Stock (AAPL)
Innovator U.s. Equity Power Buffer Etf - January Etf (PJAN)
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)

View all positions for JDM Financial Group

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