iShares FTSE KLD Select Scil Idx shares owned by IAG Wealth Partners
Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by IAG Wealth Partners
from 13F filings
Historical chart of IAG 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 IAG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $236k | 2.0k | 120.37 |
| 2024-06-30 | $232k | 2.1k | 112.37 |
| 2024-03-31 | $209k | 1.9k | 109.17 |
| 2023-12-31 | $221k | 2.2k | 100.51 |
| 2023-09-30 | $226k | 2.5k | 89.97 |
| 2023-06-30 | $235k | 2.5k | 93.64 |
| 2023-03-31 | $238k | 2.7k | 87.77 |
| 2022-12-31 | $182k | 2.2k | 82.32 |
| 2022-09-30 | $177k | 2.3k | 75.74 |
| 2022-06-30 | $209k | 2.6k | 80.63 |
| 2022-03-31 | $249k | 2.6k | 97.00 |
| 2021-12-31 | $252k | 2.4k | 106.33 |
| 2021-09-30 | $230k | 2.4k | 96.23 |
| 2021-06-30 | $229k | 2.4k | 95.82 |
| 2021-03-31 | $210k | 2.4k | 87.87 |
| 2020-12-31 | $197k | 2.4k | 82.43 |
| 2020-09-30 | $187k | 1.3k | 147.13 |
| 2020-06-30 | $171k | 1.3k | 134.54 |
| 2020-03-31 | $107k | 966 | 110.77 |
| 2019-12-31 | $108k | 802 | 134.66 |
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