ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

VERITY Wealth Advisors's Holding History (CIK: 0001763138)

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

Q4 2025
Shares 6,355 Value ($000) $819 Avg Close Range
Q3 2025
Shares 7,299 Value ($000) $919 Avg Close Range
Q2 2025
Shares 7,299 Value ($000) $848 Avg Close Range
Q1 2025
Shares 7,299 Value ($000) $747 Avg Close Range
Q4 2024
Shares 7,299 Value ($000) $805 Avg Close Range
Q3 2024
Shares 7,299 Value ($000) $794 Avg Close Range
Q2 2024
Shares 7,299 Value ($000) $758 Avg Close Range
Q1 2024
Shares 7,299 Value ($000) $736 Avg Close Range
Q4 2023
Shares 7,299 Value ($000) $665 Avg Close Range
Q3 2023
Shares 7,299 Value ($000) $594 Avg Close Range
Q2 2023
Shares 7,315 Value ($000) $616 Avg Close Range
Q1 2023
Shares 7,315 Value ($000) $570 Avg Close Range
Q4 2022
Shares 7,315 Value ($000) $525 Avg Close Range
Q3 2022
Shares 7,315 Value ($000) $490 Avg Close Range
Q2 2022
Shares 5,918 Value ($000) $426 Avg Close Range
Q1 2022
Shares 5,918 Value ($000) $513 Avg Close Range
Q4 2021
Shares 5,918 Value ($000) $550 Avg Close Range
Q3 2021
Shares 5,918 Value ($000) $492 Avg Close Range
Q2 2021
Shares 5,882 Value ($000) $487 Avg Close Range
Q1 2021
Shares 6,751 Value ($000) $516 Avg Close Range
Q4 2020
Shares 6,751 Value ($000) $483 Avg Close Range
Q3 2020
Shares 2,112 Value ($000) $270 Avg Close Range
Q2 2020
Shares 2,112 Value ($000) $249 Avg Close Range
Q1 2020
Shares 2,112 Value ($000) $206 Avg Close Range
Q4 2019
Shares 2,112 Value ($000) $254 Avg Close Range
Q3 2019
Shares 2,112 Value ($000) $234 Avg Close Range
Q2 2019
Shares 2,112 Value ($000) $231 Avg Close Range
Q1 2019
Shares 2,112 Value ($000) $223 Avg Close Range