iShares FTSE KLD 400 Social Idx shares owned by Laurel Wealth Planning
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Laurel Wealth Planning
from 13F filings
Historical chart of Laurel Wealth Planning investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Laurel Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.8M | 41k | 91.05 |
| 2023-09-30 | $3.5M | 43k | 81.42 |
| 2023-06-30 | $3.8M | 46k | 84.16 |
| 2023-03-31 | $3.9M | 50k | 78.00 |
| 2022-12-31 | $3.7M | 52k | 71.79 |
| 2022-09-30 | $4.5M | 67k | 66.98 |
| 2022-06-30 | $4.9M | 68k | 71.89 |
| 2022-03-31 | $6.3M | 73k | 86.62 |
| 2021-12-31 | $10M | 110k | 92.92 |
| 2021-09-30 | $11M | 127k | 83.21 |
| 2021-06-30 | $9.2M | 111k | 82.83 |
| 2021-03-31 | $7.8M | 102k | 76.36 |
| 2020-12-31 | $7.8M | 109k | 71.54 |
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