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iShares FTSE KLD 400 Social Idx shares owned by Retirement Income Solutions

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Retirement Income Solutions from 13F filings

Historical chart of Retirement Income Solutions investment in iShares FTSE KLD 400 Social Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE KLD 400 Social Idx held by Retirement Income Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Retirement Income Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 13k 100.81
2023-12-31 $1.2M 13k 91.05
2023-09-30 $1.1M 13k 81.41
2023-06-30 $1.1M 13k 84.17
2023-03-31 $900k 12k 77.99
2022-12-31 $872k 12k 71.79
2022-09-30 $837k 12k 67.92
2022-06-30 $886k 12k 71.89
2022-03-31 $895k 10k 86.60
2021-12-31 $500k 5.4k 92.85
2021-09-30 $206k 2.5k 83.06
2021-06-30 $205k 2.5k 82.66

More positions owned by Retirement Income Solutions

iShares Core S&P 500 ETF Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Unit (SPY)
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Portfolio Lr Etf (SPLG)
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)
Spdr S&p 400 Mid Cap Portfolio Md Etf (SPMD)
Spdr S&p 500 Fossil Spdr S&p500 Etf (SPYX)
iShares Russell 1000 Value ETF Rus 1000 Val Etf (IWD)
Invesco S&P 500 Equal Weight ETF Gug S&p 500 Eq Wt (RSP)
Invesco QQQ ETF Unit Ser 1 (QQQ)
SPDR S&P Mid-Cap 400 ETF Utser1 S&pdcrp (MDY)
Ishares Russell 1000 ETF Rus 1000 Etf (IWB)
World Gold TR Minishares ETF Swpd Gld Minis (GLDM)
Vanguard Mid-Cap ETF Mid Cap Etf (VO)
iShares 3-7 Year Treasury Bond ETF 3 7 YR Treas BD (IEI)

View all positions for Retirement Income Solutions

Top funds holding iShares FTSE KLD 400 Social Idx

Morgan Stanley
Envestnet Asset Management
Jpmorgan Chase & Co
Bank of America Corporation
Ameriprise Financial
Bank of New York Mellon
LPL Financial
Envestnet Portfolio Solutions
UBS Group
Betterment
Goldman Sachs Group
Sei Investments
Mariner Wealth Advisors
HPM Partners
Wells Fargo & Company

View all funds holding iShares FTSE KLD 400 Social Idx