ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Peak Financial Management, Inc.'s Holding History (CIK: 0001669662)

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

Q4 2025
Shares 6,315 Value ($000) $814 Avg Close Range
Q3 2025
Shares 6,315 Value ($000) $795 Avg Close Range
Q2 2025
Shares 6,130 Value ($000) $712 Avg Close Range
Q1 2025
Shares 6,160 Value ($000) $631 Avg Close Range
Q4 2024
Shares 6,245 Value ($000) $689 Avg Close Range
Q3 2024
Shares 6,265 Value ($000) $682 Avg Close Range
Q2 2024
Shares 6,290 Value ($000) $653 Avg Close Range
Q1 2024
Shares 6,290 Value ($000) $634 Avg Close Range
Q4 2023
Shares 6,310 Value ($000) $575 Avg Close Range
Q3 2023
Shares 6,322 Value ($000) $515 Avg Close Range
Q2 2023
Shares 6,330 Value ($000) $533 Avg Close Range
Q1 2023
Shares 5,640 Value ($000) $440 Avg Close Range
Q4 2022
Shares 5,710 Value ($000) $410 Avg Close Range
Q3 2022
Shares 5,613 Value ($000) $376 Avg Close Range
Q2 2022
Shares 5,229 Value ($000) $376 Avg Close Range
Q1 2022
Shares 3,899 Value ($000) $338 Avg Close Range
Q4 2021
Shares 3,664 Value ($000) $340 Avg Close Range
Q3 2021
Shares 3,921 Value ($000) $326 Avg Close Range
Q2 2021
Shares 3,656 Value ($000) $303 Avg Close Range
Q1 2021
Shares 3,903 Value ($000) $298 Avg Close Range
Q4 2020
Shares 3,848 Value ($000) $275 Avg Close Range
Q3 2020
Shares 1,904 Value ($000) $244 Avg Close Range