ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Keystone Financial Services's Holding History (CIK: 0001865158)

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

Q4 2025
Shares 6,462 Value ($000) $832 Avg Close — Range —
Q3 2025
Shares 6,620 Value ($000) $834 Avg Close — Range —
Q2 2025
Shares 6,523 Value ($000) $758 Avg Close — Range —
Q1 2025
Shares 7,115 Value ($000) $729 Avg Close — Range —
Q4 2024
Shares 7,236 Value ($000) $798 Avg Close — Range —
Q3 2024
Shares 7,233 Value ($000) $787 Avg Close — Range —
Q2 2024
Shares 8,294 Value ($000) $861 Avg Close — Range —
Q1 2024
Shares 7,872 Value ($000) $794 Avg Close — Range —
Q4 2023
Shares 8,102 Value ($000) $738 Avg Close — Range —
Q3 2023
Shares 6,398 Value ($000) $521 Avg Close — Range —
Q2 2023
Shares 6,628 Value ($000) $558 Avg Close — Range —
Q1 2023
Shares 6,626 Value ($000) $517 Avg Close — Range —
Q4 2022
Shares 6,850 Value ($000) $527 Avg Close — Range —
Q3 2022
Shares 9,675 Value ($000) $682 Avg Close — Range —
Q2 2022
Shares 10,023 Value ($000) $776 Avg Close — Range —
Q1 2022
Shares 6,226 Value ($000) $471 Avg Close — Range —
Q4 2021
Shares 2,406 Value ($000) $224 Avg Close — Range —