ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Wealthcare Advisory Partners LLC's Holding History (CIK: 0001683059)

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

Q4 2025
Shares 47,358 Value ($000) $6,101 Avg Close — Range —
Q3 2025
Shares 48,615 Value ($000) $6,123 Avg Close — Range —
Q2 2025
Shares 51,194 Value ($000) $5,947 Avg Close — Range —
Q1 2025
Shares 48,223 Value ($000) $4,939 Avg Close — Range —
Q4 2024
Shares 41,942 Value ($000) $4,624 Avg Close — Range —
Q3 2024
Shares 40,234 Value ($000) $4,377 Avg Close — Range —
Q2 2024
Shares 44,700 Value ($000) $4,642 Avg Close — Range —
Q1 2024
Shares 46,524 Value ($000) $4,690 Avg Close — Range —
Q4 2023
Shares 45,068 Value ($000) $4,103 Avg Close — Range —
Q3 2023
Shares 52,391 Value ($000) $4,265 Avg Close — Range —
Q2 2023
Shares 62,569 Value ($000) $5,266 Avg Close — Range —
Q1 2023
Shares 89,066 Value ($000) $6,946 Avg Close — Range —
Q4 2022
Shares 68,555 Value ($000) $4,922 Avg Close — Range —
Q3 2022
Shares 74,092 Value ($000) $4,962 Avg Close — Range —
Q2 2022
Shares 60,561 Value ($000) $4,354 Avg Close — Range —
Q1 2022
Shares 54,520 Value ($000) $4,723 Avg Close — Range —
Q4 2021
Shares 28,004 Value ($000) $2,602 Avg Close — Range —
Q3 2021
Shares 17,512 Value ($000) $1,457 Avg Close — Range —
Q2 2021
Shares 20,198 Value ($000) $1,673 Avg Close — Range —
Q1 2021
Shares 19,003 Value ($000) $1,451 Avg Close — Range —
Q4 2020
Shares 14,503 Value ($000) $1,038 Avg Close — Range —
Q3 2020
Shares 4,362 Value ($000) $558 Avg Close — Range —
Q2 2020
Shares 3,654 Value ($000) $431 Avg Close — Range —
Q1 2020
Shares 2,838 Value ($000) $276 Avg Close — Range —
Q4 2019
Shares 2,581 Value ($000) $310 Avg Close — Range —
Q3 2019
Shares 2,551 Value ($000) $283 Avg Close — Range —
Q2 2019
Shares 2,551 Value ($000) $279 Avg Close — Range —
Q1 2019
Shares 2,519 Value ($000) $266 Avg Close — Range —
Q4 2018
Shares 1,299 Value ($000) $121 Avg Close — Range —
Q3 2018
Shares 1,499 Value ($000) $160 Avg Close — Range —
Q2 2018
Shares 1,422 Value ($000) $144 Avg Close — Range —
Q1 2018
Shares 1,899 Value ($000) $186 Avg Close — Range —
Q4 2017
Shares 1,422 Value ($000) $140 Avg Close — Range —