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iShares FTSE KLD Select Scil Idx shares owned by Wealthsource Partners

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

Historical chart of Wealthsource Partners 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 Wealthsource Partners 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 Wealthsource Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $392k 3.9k 100.50
2023-09-30 $351k 3.9k 89.96
2023-06-30 $402k 4.3k 93.63
2023-03-31 $376k 4.3k 87.77
2022-12-31 $353k 4.3k 82.31
2022-09-30 $327k 4.3k 75.94