SRS Capital Advisors »

iShares FTSE KLD Select Scil Idx shares owned by SRS Capital Advisors

Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by SRS Capital Advisors from 13F filings

Historical chart of SRS Capital Advisors 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 SRS Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares FTSE KLD Select Scil Idx by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $5.4M 35k 154.30
2021-06-30 $623k 6.5k 95.48
2020-12-31 $636k 7.7k 82.38
2020-09-30 $568k 3.9k 147.15

More positions owned by SRS Capital Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Comfort Systems USA (FIX)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Value Etf (VTV)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for SRS Capital Advisors

Top funds holding iShares FTSE KLD Select Scil Idx

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

View all funds holding iShares FTSE KLD Select Scil Idx