iShares FTSE KLD 400 Social Idx shares owned by Wealthsource Partners
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.3M | 25k | 91.05 |
| 2023-09-30 | $1.9M | 24k | 81.41 |
| 2023-06-30 | $2.2M | 26k | 84.17 |
| 2023-03-31 | $2.1M | 27k | 77.99 |
| 2022-12-31 | $2.2M | 30k | 71.79 |
| 2022-09-30 | $2.0M | 30k | 66.96 |
| 2022-06-30 | $2.3M | 33k | 71.90 |
| 2022-03-31 | $1.0M | 12k | 86.59 |
| 2021-12-31 | $509k | 5.5k | 92.83 |
| 2021-09-30 | $530k | 6.4k | 83.19 |
| 2021-06-30 | $1.2M | 15k | 82.85 |
| 2021-03-31 | $1.3M | 17k | 76.33 |
| 2020-12-31 | $1.9M | 26k | 71.54 |
| 2020-09-30 | $1.4M | 11k | 127.96 |
| 2020-06-30 | $903k | 7.6k | 118.07 |
| 2020-03-31 | $844k | 8.7k | 97.37 |
| 2019-12-31 | $361k | 3.0k | 120.25 |
Top funds holding iShares FTSE KLD 400 Social Idx
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