ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Mutual Advisors, LLC's Holding History (CIK: 0001694080)

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

Q4 2025
Shares 1,744 Value ($000) $225 Avg Close — Range —
Q3 2025
Shares 1,744 Value ($000) $222 Avg Close — Range —
Q2 2025
Shares 1,928 Value ($000) $233 Avg Close — Range —
Q4 2024
Shares 1,934 Value ($000) $216 Avg Close — Range —
Q3 2024
Shares 2,494 Value ($000) $274 Avg Close — Range —
Q2 2024
Shares 2,865 Value ($000) $297 Avg Close — Range —
Q1 2024
Shares 6,952 Value ($000) $701 Avg Close — Range —
Q4 2023
Shares 6,730 Value ($000) $613 Avg Close — Range —
Q3 2023
Shares 7,745 Value ($000) $630 Avg Close — Range —
Q2 2023
Shares 2,873 Value ($000) $242 Avg Close — Range —
Q4 2022
Shares 5,540 Value ($000) $398 Avg Close — Range —
Q3 2022
Shares 6,901 Value ($000) $462 Avg Close — Range —
Q2 2022
Shares 7,626 Value ($000) $548 Avg Close — Range —
Q4 2021
Shares 8,734 Value ($000) $812 Avg Close — Range —
Q3 2021
Shares 8,788 Value ($000) $731 Avg Close — Range —
Q2 2021
Shares 9,023 Value ($000) $747 Avg Close — Range —
Q1 2021
Shares 9,147 Value ($000) $698 Avg Close — Range —
Q4 2020
Shares 8,366 Value ($000) $599 Avg Close — Range —
Q3 2020
Shares 4,191 Value ($000) $536 Avg Close — Range —
Q2 2020
Shares 4,230 Value ($000) $499 Avg Close — Range —