Investors Research Corp’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Buy |
15,166
+107
| +0.7% | +$12.4K | 0.35% | 48 |
|
|
2025
Q1 | $1.54M | Buy |
15,059
+78
| +0.5% | +$7.99K | 0.33% | 55 |
|
|
2024
Q4 | $1.65M | Buy |
14,981
+79
| +0.5% | +$8.71K | 0.36% | 48 |
|
|
2024
Q3 | $1.62M | Buy |
14,902
+175
| +1% | +$19K | 0.35% | 50 |
|
|
2024
Q2 | $1.53M | Sell |
14,727
-39
| -0.3% | -$4.05K | 0.36% | 53 |
|
|
2024
Q1 | $1.49M | Sell |
14,766
-96
| -0.6% | -$9.68K | 0.35% | 57 |
|
|
2023
Q4 | $1.35M | Buy |
14,862
+35
| +0.2% | +$3.19K | 0.33% | 61 |
|
|
2023
Q3 | $1.21M | Sell |
14,827
-594
| -4% | -$48.4K | 0.32% | 69 |
|
|
2023
Q2 | $1.3M | Buy |
15,421
+32
| +0.2% | +$2.69K | 0.33% | 67 |
|
|
2023
Q1 | $1.2M | Sell |
15,389
-552
| -3% | -$43.1K | 0.31% | 75 |
|
|
2022
Q4 | $1.14M | Buy |
15,941
+44
| +0.3% | +$3.16K | 0.31% | 84 |
|
|
2022
Q3 | $1.07M | Buy |
15,897
+42
| +0.3% | +$2.81K | 0.33% | 67 |
|
|
2022
Q2 | $1.14M | Buy |
15,855
+187
| +1% | +$13.4K | 0.34% | 68 |
|
|
2022
Q1 | $1.36M | Buy |
15,668
+79
| +0.5% | +$6.84K | 0.38% | 65 |
|
|
2021
Q4 | $1.45M | Sell |
15,589
-4
| -0% | -$372 | 0.44% | 62 |
|
|
2021
Q3 | $1.3M | Sell |
15,593
-99
| -0.6% | -$8.24K | 0.44% | 65 |
|
|
2021
Q2 | $1.3M | Hold |
15,692
| – | – | 0.45% | 64 |
|
|
2021
Q1 | $1.2M | Sell |
15,692
-58
| -0.4% | -$4.43K | 0.45% | 68 |
|
|
2020
Q4 | $1.13M | Sell |
15,750
-108
| -0.7% | -$7.73K | 0.44% | 48 |
|
|
2020
Q3 | $1.02M | Sell |
15,858
-768
| -5% | -$49.2K | 0.49% | 42 |
|
|
2020
Q2 | $981K | Buy |
16,626
+3,806
| +30% | +$225K | 0.49% | 44 |
|
|
2020
Q1 | $624K | Buy |
12,820
+7,550
| +143% | +$367K | 0.39% | 71 |
|
|
2019
Q4 | $317K | Buy |
5,270
+1,792
| +52% | +$108K | 0.15% | 219 |
|
|
2019
Q3 | $193K | Buy |
3,478
+838
| +32% | +$46.5K | 0.1% | 270 |
|
|
2019
Q2 | $144K | Buy |
+2,640
| New | +$144K | 0.08% | 311 |
|