ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Strategic Point Investment Advisors, LLC's Holding History (CIK: 0001295044)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 58,501 Value ($000) $7,537 Avg Close — Range —
Q3 2025
Shares 59,676 Value ($000) $7,516 Avg Close — Range —
Q2 2025
Shares 59,451 Value ($000) $6,906 Avg Close — Range —
Q1 2025
Shares 63,671 Value ($000) $6,521 Avg Close — Range —
Q4 2024
Shares 64,161 Value ($000) $7,074 Avg Close — Range —
Q3 2024
Shares 64,115 Value ($000) $6,975 Avg Close — Range —
Q2 2024
Shares 64,410 Value ($000) $6,689 Avg Close — Range —
Q1 2024
Shares 64,690 Value ($000) $6,521 Avg Close — Range —
Q4 2023
Shares 66,195 Value ($000) $6,027 Avg Close — Range —
Q3 2023
Shares 64,533 Value ($000) $5,254 Avg Close — Range —
Q2 2023
Shares 63,088 Value ($000) $5,310 Avg Close — Range —
Q1 2023
Shares 65,133 Value ($000) $5,080 Avg Close — Range —
Q4 2022
Shares 64,438 Value ($000) $5 Avg Close — Range —
Q3 2022
Shares 63,900 Value ($000) $4,279 Avg Close — Range —
Q2 2022
Shares 63,460 Value ($000) $4,563 Avg Close — Range —
Q1 2022
Shares 58,815 Value ($000) $5,095 Avg Close — Range —
Q4 2021
Shares 54,655 Value ($000) $5,079 Avg Close — Range —
Q3 2021
Shares 52,993 Value ($000) $4,410 Avg Close — Range —
Q2 2021
Shares 52,409 Value ($000) $4,341 Avg Close — Range —
Q1 2021
Shares 52,036 Value ($000) $3,973 Avg Close — Range —
Q4 2020
Shares 45,622 Value ($000) $3,289 Avg Close — Range —
Q3 2020
Shares 21,451 Value ($000) $2,745 Avg Close — Range —
Q2 2020
Shares 19,583 Value ($000) $2,431 Avg Close — Range —
Q1 2020
Shares 18,587 Value ($000) $1,810 Avg Close — Range —
Q4 2019
Shares 18,232 Value ($000) $2,190 Avg Close — Range —
Q3 2019
Shares 15,183 Value ($000) $1,683 Avg Close — Range —