iShares FTSE KLD Select Scil Idx shares owned by Archetype Wealth Partners
Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by Archetype Wealth Partners
from 13F filings
Historical chart of Archetype Wealth Partners investment in iShares FTSE KLD Select Scil Idx
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Quarterly reported holdings in iShares FTSE KLD Select Scil Idx by Archetype Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $446k | 3.7k | 120.35 |
| 2024-06-30 | $416k | 3.7k | 112.25 |
| 2024-03-31 | $414k | 3.8k | 109.26 |
| 2023-12-31 | $397k | 3.9k | 100.61 |
| 2023-09-30 | $403k | 4.5k | 89.88 |
| 2023-06-30 | $598k | 6.4k | 93.57 |
| 2023-03-31 | $583k | 6.6k | 87.71 |
| 2022-12-31 | $607k | 7.4k | 82.34 |
| 2022-09-30 | $563k | 7.4k | 75.92 |
| 2022-06-30 | $662k | 8.2k | 80.63 |
| 2022-03-31 | $782k | 8.1k | 96.79 |
| 2021-12-31 | $725k | 6.8k | 106.21 |
| 2021-09-30 | $670k | 7.0k | 95.91 |
| 2021-06-30 | $684k | 7.2k | 95.60 |
| 2021-03-31 | $642k | 7.3k | 87.75 |
| 2020-12-31 | $593k | 7.2k | 82.36 |
| 2020-09-30 | $574k | 3.9k | 147.14 |
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