ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

PFG Private Wealth Management, LLC's Holding History (CIK: 0001799957)

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

Q1 2025
Shares 39 Value ($000) $4 Avg Close — Range —
Q4 2024
Shares 39 Value ($000) $4 Avg Close — Range —
Q3 2024
Shares 39 Value ($000) $4 Avg Close — Range —
Q2 2024
Shares 27 Value ($000) $3 Avg Close — Range —
Q1 2024
Shares 27 Value ($000) $3 Avg Close — Range —
Q4 2023
Shares 27 Value ($000) $2 Avg Close — Range —
Q3 2023
Shares 27 Value ($000) $2 Avg Close — Range —
Q2 2023
Shares 27 Value ($000) $2 Avg Close — Range —
Q1 2023
Shares 27 Value ($000) $2 Avg Close — Range —
Q4 2022
Shares 27 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 27 Value ($000) $2 Avg Close — Range —
Q2 2022
Shares 27 Value ($000) $2 Avg Close — Range —