ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Western Wealth Management, LLC's Holding History (CIK: 0001767902)

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

Q4 2025
Shares 6,296 Value ($000) $811 Avg Close Range
Q3 2025
Shares 4,537 Value ($000) $571 Avg Close Range
Q2 2025
Shares 5,261 Value ($000) $611 Avg Close Range
Q1 2025
Shares 5,175 Value ($000) $530 Avg Close Range
Q4 2024
Shares 4,564 Value ($000) $503 Avg Close Range
Q3 2024
Shares 4,967 Value ($000) $540 Avg Close Range
Q2 2024
Shares 4,964 Value ($000) $516 Avg Close Range
Q1 2024
Shares 5,774 Value ($000) $582 Avg Close Range
Q4 2023
Shares 5,885 Value ($000) $536 Avg Close Range
Q3 2023
Shares 6,383 Value ($000) $520 Avg Close Range
Q2 2023
Shares 6,929 Value ($000) $583 Avg Close Range
Q1 2023
Shares 6,621 Value ($000) $516 Avg Close Range
Q4 2022
Shares 6,785 Value ($000) $487 Avg Close Range
Q3 2022
Shares 14,696 Value ($000) $983 Avg Close Range
Q2 2022
Shares 17,311 Value ($000) $1,246 Avg Close Range
Q1 2022
Shares 25,435 Value ($000) $2,204 Avg Close Range
Q4 2021
Shares 20,129 Value ($000) $1,870 Avg Close Range
Q2 2021
Shares 20,747 Value ($000) $1,718 Avg Close Range
Q1 2021
Shares 15,703 Value ($000) $1,199 Avg Close Range
Q4 2020
Shares 9,112 Value ($000) $652 Avg Close Range
Q3 2020
Shares 4,470 Value ($000) $572 Avg Close Range
Q2 2020
Shares 4,316 Value ($000) $509 Avg Close Range
Q1 2020
Shares 4,487 Value ($000) $436 Avg Close Range
Q4 2019
Shares 11,919 Value ($000) $1,432 Avg Close Range
Q3 2019
Shares 4,973 Value ($000) $552 Avg Close Range
Q2 2019
Shares 5,043 Value ($000) $550 Avg Close Range
Q1 2019
Shares 5,043 Value ($000) $533 Avg Close Range
Q4 2018
Shares 4,891 Value ($000) $455 Avg Close Range