iShares FTSE KLD Select Scil Idx shares owned by Strategic Wealth Designers
Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by Strategic Wealth Designers
from 13F filings
Historical chart of Strategic Wealth Designers investment in iShares FTSE KLD Select Scil Idx
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Quarterly reported holdings in iShares FTSE KLD Select Scil Idx by Strategic Wealth Designers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $302k | 2.5k | 119.09 |
| 2024-06-30 | $285k | 2.5k | 112.08 |
| 2023-12-31 | $284k | 2.8k | 100.51 |
| 2023-09-30 | $236k | 2.6k | 89.97 |
| 2023-06-30 | $245k | 2.6k | 93.64 |
| 2023-03-31 | $314k | 3.6k | 87.77 |
| 2022-12-31 | $274k | 3.2k | 84.69 |
| 2022-09-30 | $264k | 3.5k | 75.93 |
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