iShares FTSE KLD 400 Social Idx shares owned by Wilson & Boucher Capital Management
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Wilson & Boucher Capital Management
from 13F filings
Historical chart of Wilson & Boucher Capital Management investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Wilson & Boucher Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $353k | 2.8k | 125.95 |
| 2025-06-30 | $325k | 2.8k | 116.16 |
| 2024-12-31 | $309k | 2.8k | 110.25 |
| 2024-09-30 | $305k | 2.8k | 108.79 |
| 2024-06-30 | $291k | 2.8k | 103.85 |
| 2024-03-31 | $282k | 2.8k | 100.81 |
| 2023-12-31 | $252k | 2.8k | 91.05 |
| 2023-09-30 | $226k | 2.8k | 81.41 |
| 2023-06-30 | $233k | 2.8k | 84.17 |
| 2023-03-31 | $216k | 2.8k | 77.99 |
| 2022-03-31 | $240k | 2.8k | 86.64 |
| 2021-12-31 | $257k | 2.8k | 92.78 |
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