IWS
Insight Wealth Strategies’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Buy |
2,022
+25
| +1% | +$2.9K | 0.03% | 156 |
|
|
2025
Q1 | $205K | Sell |
1,997
-21
| -1% | -$2.15K | 0.03% | 156 |
|
|
2024
Q4 | $223K | Buy |
2,018
+8
| +0.4% | +$882 | 0.03% | 148 |
|
|
2024
Q3 | $219K | Buy |
2,010
+4
| +0.2% | +$435 | 0.03% | 153 |
|
|
2024
Q2 | $208K | Buy |
+2,006
| New | +$208K | 0.03% | 153 |
|