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iShares FTSE KLD 400 Social Idx shares owned by Richmond Investment Services

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

Historical chart of Richmond Investment Services 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 Richmond Investment Services 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 Richmond Investment Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $317k 2.5k 125.95
2025-06-30 $215k 1.9k 116.16

More positions owned by Richmond Investment Services

Ishares Tr Rus Top 200 Etf (IWL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Vaneck Etf Trust Gold Miners Etf (GDX)
Vanguard Index Fds Growth Etf (VUG)
Invesco Actively Managed Exc Total Return (GTO)
Proshares Tr S&p 500 High Inc (ISPY)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Spdr Series Trust Portfolio S&p600 (SPSM)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Capital Group Dividend Value Shs Creation Uni (CGDV)

View all positions for Richmond Investment Services

Top funds holding iShares FTSE KLD 400 Social Idx

Morgan Stanley
Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
Bank of New York Mellon
Ameriprise Financial
UBS Group
TrueNorth
Betterment
Envestnet Portfolio Solutions
Mariner Wealth Advisors
Us Bancorp
Rockefeller Capital Management
Sei Investments
Wells Fargo & Company

View all funds holding iShares FTSE KLD 400 Social Idx