iShares FTSE KLD 400 Social Idx shares owned by Peak Financial Management
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Peak Financial Management
from 13F filings
Historical chart of Peak Financial Management investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Peak Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $634k | 6.3k | 100.81 |
| 2023-12-31 | $575k | 6.3k | 91.05 |
| 2023-09-30 | $515k | 6.3k | 81.41 |
| 2023-06-30 | $533k | 6.3k | 84.17 |
| 2023-03-31 | $440k | 5.6k | 77.99 |
| 2022-12-31 | $410k | 5.7k | 71.79 |
| 2022-09-30 | $376k | 5.6k | 66.99 |
| 2022-06-30 | $376k | 5.2k | 71.91 |
| 2022-03-31 | $338k | 3.9k | 86.69 |
| 2021-12-31 | $340k | 3.7k | 92.79 |
| 2021-09-30 | $326k | 3.9k | 83.14 |
| 2021-06-30 | $303k | 3.7k | 82.88 |
| 2021-03-31 | $298k | 3.9k | 76.35 |
| 2020-12-31 | $275k | 3.8k | 71.47 |
| 2020-09-30 | $244k | 1.9k | 128.15 |
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