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iShares FTSE KLD Select Scil Idx shares owned by JDM Financial Group

Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by JDM Financial Group from 13F filings

Historical chart of JDM Financial Group investment in iShares FTSE KLD Select Scil Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE KLD Select Scil Idx held by JDM Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares FTSE KLD Select Scil Idx by JDM Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $92k 696 132.10

More positions owned by JDM Financial Group

Bny Mellon Us Large Cap Core Equity Etf Etf (BKLC)
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Bondbloxx Bloomberg Six Month Target Duration Us Treasury Etf Etf (XHLF)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Vanguard S&p 500 Etf Etf (VOO)
Ishares S&p 500 Index Etf (IVV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Mid Cap Etf (VO)
State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Vanguard Reit Index Etf Etf (VNQ)
State Street Spdr S&p 500 Etf Etf (SPY)
Apple Stock (AAPL)
Innovator U.s. Equity Power Buffer Etf - January Etf (PJAN)
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)

View all positions for JDM Financial Group

Top funds holding iShares FTSE KLD Select Scil Idx

Bank of America Corporation
Pnc Financial Services
Morgan Stanley
Royal Bank of Canada
Raymond James Financial
Spinnaker Trust
TrueNorth
Ameriprise Financial
BlackRock
Acorns Advisers
Mission Wealth Management
Mercer Global Advisors
Wells Fargo & Company
M^T Bank Corporation
UBS Group

View all funds holding iShares FTSE KLD Select Scil Idx