ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

WealthShield Partners, LLC's Holding History (CIK: 0001729303)

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

Q4 2025
Shares 5,186 Value ($000) $668 Avg Close Range
Q3 2025
Shares 5,384 Value ($000) $678 Avg Close Range
Q2 2025
Shares 5,424 Value ($000) $630 Avg Close Range
Q1 2025
Shares 5,569 Value ($000) $570 Avg Close Range
Q4 2024
Shares 6,278 Value ($000) $692 Avg Close Range
Q3 2024
Shares 6,404 Value ($000) $697 Avg Close Range
Q2 2024
Shares 6,504 Value ($000) $675 Avg Close Range
Q1 2024
Shares 6,921 Value ($000) $698 Avg Close Range
Q4 2023
Shares 6,975 Value ($000) $635 Avg Close Range
Q3 2023
Shares 7,284 Value ($000) $595 Avg Close Range
Q2 2023
Shares 7,541 Value ($000) $635 Avg Close Range
Q1 2023
Shares 7,239 Value ($000) $565 Avg Close Range
Q4 2022
Shares 7,295 Value ($000) $524 Avg Close Range
Q3 2022
Shares 7,418 Value ($000) $497 Avg Close Range
Q2 2022
Shares 7,418 Value ($000) $533 Avg Close Range
Q1 2022
Shares 7,227 Value ($000) $626 Avg Close Range
Q4 2021
Shares 12,423 Value ($000) $1,154 Avg Close Range
Q2 2021
Shares 279 Value ($000) $23 Avg Close Range
Q1 2021
Shares 513 Value ($000) $39 Avg Close Range
Q3 2020
Shares 226 Value ($000) $29 Avg Close Range
Q2 2020
Shares 226 Value ($000) $27 Avg Close Range
Q1 2020
Shares 120 Value ($000) $12 Avg Close Range