ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

DDFG, Inc's Holding History (CIK: 0001967640)

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

Q4 2025
Shares 2,469 Value ($000) $318 Avg Close — Range —
Q3 2025
Shares 2,488 Value ($000) $313 Avg Close — Range —
Q4 2024
Shares 2,471 Value ($000) $272 Avg Close — Range —
Q3 2024
Shares 2,654 Value ($000) $289 Avg Close — Range —
Q2 2024
Shares 2,675 Value ($000) $278 Avg Close — Range —
Q1 2024
Shares 2,946 Value ($000) $297 Avg Close — Range —
Q4 2023
Shares 3,247 Value ($000) $296 Avg Close — Range —
Q3 2023
Shares 3,189 Value ($000) $260 Avg Close — Range —
Q2 2023
Shares 2,897 Value ($000) $244 Avg Close — Range —
Q1 2023
Shares 2,897 Value ($000) $226 Avg Close — Range —
Q4 2022
Shares 2,988 Value ($000) $214 Avg Close — Range —