iShares FTSE KLD 400 Social Idx shares owned by Wealthcare Advisory Partners
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Wealthcare Advisory Partners
from 13F filings
Historical chart of Wealthcare Advisory Partners investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Wealthcare Advisory Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.7M | 47k | 100.81 |
| 2023-12-31 | $4.1M | 45k | 91.05 |
| 2023-09-30 | $4.3M | 52k | 81.41 |
| 2023-06-30 | $5.3M | 63k | 84.17 |
| 2023-03-31 | $6.9M | 89k | 77.99 |
| 2022-12-31 | $4.9M | 69k | 71.79 |
| 2022-09-30 | $5.0M | 74k | 66.97 |
| 2022-06-30 | $4.4M | 61k | 71.89 |
| 2022-03-31 | $4.7M | 55k | 86.63 |
| 2021-12-31 | $2.6M | 28k | 92.92 |
| 2021-09-30 | $1.5M | 18k | 83.20 |
| 2021-06-30 | $1.7M | 20k | 82.83 |
| 2021-03-31 | $1.5M | 19k | 76.36 |
| 2020-12-31 | $1.0M | 15k | 71.57 |
| 2020-09-30 | $558k | 4.4k | 127.92 |
| 2020-06-30 | $431k | 3.7k | 117.95 |
| 2020-03-31 | $276k | 2.8k | 97.25 |
| 2019-12-31 | $310k | 2.6k | 120.11 |
| 2019-09-30 | $283k | 2.6k | 110.94 |
| 2019-06-30 | $279k | 2.6k | 109.37 |
| 2019-03-31 | $266k | 2.5k | 105.60 |
| 2018-12-31 | $121k | 1.3k | 93.15 |
| 2018-09-30 | $160k | 1.5k | 106.74 |
| 2018-06-30 | $144k | 1.4k | 101.27 |
| 2018-03-31 | $186k | 1.9k | 97.95 |
| 2017-12-31 | $140k | 1.4k | 98.45 |
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