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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

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE KLD 400 Social Idx held by Wilson & Boucher Capital Management 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 Wilson & Boucher Capital Management

Quarter filed Position value Share count Share price at filing
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