ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Regal Investment Advisors LLC's Holding History (CIK: 0001559789)

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

Q4 2025
Shares 10,236 Value ($000) $1,319 Avg Close — Range —
Q3 2025
Shares 10,660 Value ($000) $1,343 Avg Close — Range —
Q2 2025
Shares 10,820 Value ($000) $1,257 Avg Close — Range —
Q1 2025
Shares 11,546 Value ($000) $1,182 Avg Close — Range —
Q4 2024
Shares 10,747 Value ($000) $1,185 Avg Close — Range —
Q3 2024
Shares 11,847 Value ($000) $1,289 Avg Close — Range —
Q2 2024
Shares 11,708 Value ($000) $1,216 Avg Close — Range —
Q1 2024
Shares 11,618 Value ($000) $1,171 Avg Close — Range —
Q4 2023
Shares 11,839 Value ($000) $1,078 Avg Close — Range —
Q3 2023
Shares 10,736 Value ($000) $874 Avg Close — Range —
Q2 2023
Shares 10,756 Value ($000) $905 Avg Close — Range —
Q1 2023
Shares 10,656 Value ($000) $831 Avg Close — Range —
Q4 2022
Shares 13,754 Value ($000) $987 Avg Close — Range —
Q3 2022
Shares 17,515 Value ($000) $1,173 Avg Close — Range —
Q2 2022
Shares 12,990 Value ($000) $934 Avg Close — Range —
Q1 2022
Shares 10,232 Value ($000) $886 Avg Close — Range —
Q4 2021
Shares 6,298 Value ($000) $585 Avg Close — Range —
Q3 2021
Shares 5,147 Value ($000) $428 Avg Close — Range —
Q2 2021
Shares 6,755 Value ($000) $559 Avg Close — Range —
Q4 2020
Shares 7,573 Value ($000) $542 Avg Close — Range —
Q2 2020
Shares 2,935 Value ($000) $346 Avg Close — Range —
Q3 2015
Shares 662 Value ($000) $46 Avg Close — Range —