ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Van Hulzen Asset Management, LLC's Holding History (CIK: 0001600145)

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

Q4 2025
Shares 2,019 Value ($000) $260 Avg Close Range
Q3 2025
Shares 2,025 Value ($000) $255 Avg Close Range
Q2 2025
Shares 2,025 Value ($000) $235 Avg Close Range
Q1 2025
Shares 2,025 Value ($000) $207 Avg Close Range
Q4 2024
Shares 2,025 Value ($000) $223 Avg Close Range
Q3 2024
Shares 2,651 Value ($000) $0 Avg Close Range
Q2 2024
Shares 3,644 Value ($000) $0 Avg Close Range
Q1 2024
Shares 3,742 Value ($000) $0 Avg Close Range
Q4 2023
Shares 2,695 Value ($000) $0 Avg Close Range
Q3 2023
Shares 2,738 Value ($000) $0 Avg Close Range
Q2 2023
Shares 2,804 Value ($000) $0 Avg Close Range
Q1 2023
Shares 2,828 Value ($000) $0 Avg Close Range
Q1 2022
Shares 2,486 Value ($000) $215 Avg Close Range
Q4 2021
Shares 2,514 Value ($000) $234 Avg Close Range
Q3 2021
Shares 2,626 Value ($000) $219 Avg Close Range
Q2 2021
Shares 4,191 Value ($000) $347 Avg Close Range
Q1 2021
Shares 7,353 Value ($000) $561 Avg Close Range
Q4 2020
Shares 11,394 Value ($000) $815 Avg Close Range
Q3 2020
Shares 7,297 Value ($000) $934 Avg Close Range
Q2 2020
Shares 7,397 Value ($000) $873 Avg Close Range
Q1 2020
Shares 7,092 Value ($000) $691 Avg Close Range
Q4 2019
Shares 1,677 Value ($000) $201 Avg Close Range