iShares FTSE KLD Select Scil Idx shares owned by Kelman-Lazarov
Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by Kelman-Lazarov
from 13F filings
Historical chart of Kelman-Lazarov investment in iShares FTSE KLD Select Scil Idx
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Quarterly reported holdings in iShares FTSE KLD Select Scil Idx by Kelman-Lazarov
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $364k | 2.7k | 135.67 |
| 2025-06-30 | $345k | 2.7k | 126.75 |
| 2025-03-31 | $313k | 2.7k | 114.85 |
| 2024-12-31 | $211k | 1.7k | 121.59 |
| 2024-09-30 | $209k | 1.7k | 120.37 |
| 2024-06-30 | $255k | 2.3k | 112.37 |
| 2024-03-31 | $254k | 2.3k | 109.17 |
| 2023-12-31 | $239k | 2.4k | 100.51 |
| 2023-09-30 | $215k | 2.4k | 89.97 |
| 2023-06-30 | $224k | 2.4k | 93.64 |
| 2023-03-31 | $211k | 2.4k | 87.77 |
| 2022-09-30 | $248k | 3.3k | 75.91 |
| 2022-06-30 | $295k | 3.7k | 80.62 |
| 2022-03-31 | $301k | 3.1k | 96.88 |
| 2021-12-31 | $314k | 3.0k | 106.26 |
| 2021-09-30 | $305k | 3.2k | 95.88 |
| 2021-06-30 | $207k | 2.2k | 95.70 |
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