ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Horst & Graben Wealth Management LLC's Holding History (CIK: 0001818207)

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

Q4 2025
Shares 29,382 Value ($000) $3,785 Avg Close Range
Q3 2025
Shares 29,871 Value ($000) $3,762 Avg Close Range
Q2 2025
Shares 29,797 Value ($000) $3,461 Avg Close Range
Q1 2025
Shares 31,293 Value ($000) $3,205 Avg Close Range
Q4 2024
Shares 33,294 Value ($000) $3,671 Avg Close Range
Q3 2024
Shares 33,117 Value ($000) $3,603 Avg Close Range
Q2 2024
Shares 35,956 Value ($000) $3,734 Avg Close Range
Q1 2024
Shares 35,938 Value ($000) $3,623 Avg Close Range
Q4 2023
Shares 33,377 Value ($000) $3,039 Avg Close Range
Q3 2023
Shares 30,540 Value ($000) $2,486 Avg Close Range
Q2 2023
Shares 33,060 Value ($000) $2,783 Avg Close Range
Q1 2023
Shares 33,301 Value ($000) $2,597 Avg Close Range
Q4 2022
Shares 35,010 Value ($000) $2,513 Avg Close Range
Q3 2022
Shares 33,899 Value ($000) $2,270 Avg Close Range
Q2 2022
Shares 32,510 Value ($000) $2,337 Avg Close Range
Q1 2022
Shares 7,502 Value ($000) $650 Avg Close Range
Q2 2021
Shares 7,893 Value ($000) $654 Avg Close Range
Q1 2021
Shares 12,137 Value ($000) $927 Avg Close Range
Q4 2020
Shares 14,659 Value ($000) $1,049 Avg Close Range
Q3 2020
Shares 6,655 Value ($000) $851 Avg Close Range