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

Investors Research Corp’s Portfolio DSI Stock Details DSI Fund Activity
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

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Investors Research Corp's DSI Position: Q2 2026 in Review

Investors Research Corp reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 3.7% in Q2 2026, selling an estimated $77.6K and leaving 14,694 shares worth $2.09M. The position accounts for 0.37% of the portfolio, ranked #39.

Investors Research Corp first reported a position in DSI in Q2 2019 and has held it in 29 quarters since. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Investors Research Corp held 14,694 shares of iShares MSCI KLD 400 Social ETF worth $2.09M as of Q2 2026.
  • Investors Research Corp sold 566 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $77.6K.
  • iShares MSCI KLD 400 Social ETF made up 0.37% of Investors Research Corp's portfolio in Q2 2026, its #39 holding.
  • Investors Research Corp first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2019 and has held it in 29 quarters since.
  • 634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.