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iShares FTSE KLD Select Scil Idx shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in iShares FTSE KLD Select Scil Idx

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All positions including iShares FTSE KLD Select Scil Idx held by J.w. Cole Advisors 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 J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 14k 135.65
2025-06-30 $1.8M 14k 126.75
2025-03-31 $786k 6.8k 114.87
2024-12-31 $2.0M 16k 121.59
2024-09-30 $2.0M 16k 120.37
2024-06-30 $1.8M 16k 112.37
2024-03-31 $1.8M 17k 109.11
2023-12-31 $1.7M 17k 100.51
2023-09-30 $1.3M 14k 89.97
2023-06-30 $1.4M 15k 93.64
2023-03-31 $1.4M 16k 87.77
2022-12-31 $1.3M 16k 82.32
2022-09-30 $1.2M 16k 75.93
2022-06-30 $1.3M 16k 80.68
2022-03-31 $1.5M 16k 96.83
2021-12-31 $1.7M 16k 106.27
2021-06-30 $1.1M 11k 95.57
2021-03-31 $671k 7.6k 87.82
2020-12-31 $390k 4.7k 82.26