ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Arkadios Wealth Advisors's Holding History (CIK: 0001800798)

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

Q4 2025
Shares 3,630 Value ($000) $468 Avg Close — Range —
Q3 2025
Shares 3,512 Value ($000) $442 Avg Close — Range —
Q2 2025
Shares 4,675 Value ($000) $543 Avg Close — Range —
Q1 2025
Shares 4,608 Value ($000) $472 Avg Close — Range —
Q4 2024
Shares 4,911 Value ($000) $541 Avg Close — Range —
Q3 2024
Shares 4,828 Value ($000) $525 Avg Close — Range —
Q2 2024
Shares 3,823 Value ($000) $397 Avg Close — Range —
Q1 2024
Shares 3,296 Value ($000) $332 Avg Close — Range —
Q4 2023
Shares 3,346 Value ($000) $305 Avg Close — Range —
Q3 2023
Shares 3,341 Value ($000) $272 Avg Close — Range —
Q2 2023
Shares 2,559 Value ($000) $215 Avg Close — Range —
Q2 2021
Shares 1,000 Value ($000) $82 Avg Close — Range —
Q1 2021
Shares 1,000 Value ($000) $76 Avg Close — Range —
Q4 2020
Shares 1,000 Value ($000) $71 Avg Close — Range —