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iShares FTSE KLD 400 Social Idx shares owned by Portfolio Resources Advisor Group

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

Historical chart of Portfolio Resources Advisor 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 Portfolio Resources Advisor 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 Portfolio Resources Advisor Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $121k 1.0k 121.19

More positions owned by Portfolio Resources Advisor Group

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Core Msci Emkt (IEMG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Eafe Grwth Etf (EFG)
Blackrock Etf Trust Ishares A I Inno (BAI)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 10-20 Yr Trs Etf (TLH)

View all positions for Portfolio Resources Advisor Group

Top funds holding iShares FTSE KLD 400 Social Idx

Envestnet Asset Management
LPL Financial
Ameriprise Financial
Bank of New York Mellon
UBS Group
TrueNorth
Betterment
Envestnet Portfolio Solutions
Mariner Wealth Advisors
Us Bancorp
Rockefeller Capital Management
Sei Investments
Wells Fargo & Company
Global Retirement Partners
Commonwealth Equity Services

View all funds holding iShares FTSE KLD 400 Social Idx