iShares FTSE KLD 400 Social Idx shares owned by Smith & Howard Wealth Management
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Smith & Howard Wealth Management
from 13F filings
Historical chart of Smith & Howard Wealth Management investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Smith & Howard Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $257k | 2.0k | 125.95 |
| 2025-06-30 | $237k | 2.0k | 116.16 |
| 2025-03-31 | $213k | 2.1k | 102.41 |
| 2024-12-31 | $234k | 2.1k | 110.25 |
| 2024-09-30 | $231k | 2.1k | 108.79 |
| 2024-06-30 | $224k | 2.2k | 103.85 |
| 2024-03-31 | $218k | 2.2k | 100.81 |
| 2023-06-30 | $295k | 3.5k | 84.17 |
| 2023-03-31 | $287k | 3.7k | 77.99 |
| 2022-12-31 | $265k | 3.7k | 71.79 |
| 2022-09-30 | $207k | 3.1k | 67.10 |
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