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iShares FTSE KLD Select Scil Idx shares owned by Westside Investment Management

Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by Westside Investment Management from 13F filings

Historical chart of Westside Investment Management 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 Westside Investment Management 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 Westside Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $983k 8.2k 120.38
2024-06-30 $1.0M 9.0k 112.38
2024-03-31 $1.0M 9.3k 109.17
2023-12-31 $982k 9.8k 100.51
2023-09-30 $895k 9.9k 89.97
2023-06-30 $939k 10k 93.64
2023-03-31 $876k 10k 87.77
2022-12-31 $820k 10k 82.30
2022-09-30 $756k 10k 75.89
2022-06-30 $789k 9.8k 80.62
2022-03-31 $1.0M 11k 96.80
2021-12-31 $1.3M 12k 106.19
2021-09-30 $1.2M 13k 95.92
2021-06-30 $1.3M 13k 95.49
2021-03-31 $1.2M 13k 87.76
2020-12-31 $1.2M 14k 82.34
2020-09-30 $1.1M 7.5k 147.01
2020-06-30 $1.0M 7.6k 133.69
2020-03-31 $856k 7.8k 109.66
2019-06-30 $845k 6.9k 121.78
2018-12-31 $498k 4.8k 103.14
2018-06-30 $429k 3.8k 112.78
2018-03-31 $305k 2.8k 107.35
2017-12-31 $283k 2.5k 114.10
2017-09-30 $233k 2.2k 105.62
2017-06-30 $321k 2.9k 112.41
2017-03-31 $94k 965 97.60