Investors Research Corp’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.09M	Sell	14,694 -566	-4%	-$77.6K	0.37%	39
2026 Q1	$1.85M	Buy	15,260 +82	+0.5%	+$10.5K	0.35%	37
2025 Q4	$1.96M	Buy	15,178 +43	+0.3%	+$5.49K	0.36%	41
2025 Q3	$1.91M	Sell	15,135 -31	-0.2%	-$3.75K	0.35%	42
2025 Q2	$1.76M	Buy	15,166 +107	+0.7%	+$11.4K	0.35%	48
2025 Q1	$1.54M	Buy	15,059 +78	+0.5%	+$8.51K	0.33%	55
2024 Q4	$1.65M	Buy	14,981 +79	+0.5%	+$8.83K	0.36%	48
2024 Q3	$1.62M	Buy	14,902 +175	+1%	+$18.3K	0.35%	50
2024 Q2	$1.53M	Sell	14,727 -39	-0.3%	-$3.9K	0.36%	53
2024 Q1	$1.49M	Sell	14,766 -96	-0.6%	-$9.18K	0.35%	57
2023 Q4	$1.35M	Buy	14,862 +35	+0.2%	+$2.97K	0.33%	61
2023 Q3	$1.21M	Sell	14,827 -594	-4%	-$50.4K	0.32%	69
2023 Q2	$1.3M	Buy	15,421 +32	+0.2%	+$2.54K	0.33%	67
2023 Q1	$1.2M	Sell	15,389 -552	-3%	-$41.7K	0.31%	75
2022 Q4	$1.14M	Buy	15,941 +44	+0.3%	+$3.16K	0.31%	84
2022 Q3	$1.06M	Buy	15,897 +42	+0.3%	+$3.15K	0.33%	67
2022 Q2	$1.14M	Buy	15,855 +187	+1%	+$14.6K	0.34%	68
2022 Q1	$1.36M	Buy	15,668 +79	+0.5%	+$6.78K	0.38%	65
2021 Q4	$1.45M	Sell	15,589 -4	-0%	-$361	0.44%	62
2021 Q3	$1.3M	Sell	15,593 -99	-0.6%	-$8.46K	0.44%	65
2021 Q2	$1.3M	Hold	15,692	–	–	0.45%	64
2021 Q1	$1.2M	Sell	15,692 -58	-0.4%	-$4.29K	0.45%	68
2020 Q4	$1.13M	Sell	15,750 -108	-0.7%	-$7.32K	0.44%	48
2020 Q3	$1.01M	Sell	15,858 -768	-5%	-$48.5K	0.49%	42
2020 Q2	$981K	Buy	16,626 +3,806	+30%	+$212K	0.49%	44
2020 Q1	$624K	Buy	12,820 +7,550	+143%	+$434K	0.39%	71
2019 Q4	$317K	Buy	5,270 +1,792	+52%	+$103K	0.15%	219
2019 Q3	$193K	Buy	3,478 +838	+32%	+$46.3K	0.1%	270
2019 Q2	$144K	Buy	+2,640	New	+$142K	0.08%	311