ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

PFG Investments, LLC's Holding History (CIK: 0001973224)

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

Q4 2025
Shares 93,481 Value ($000) $12,043 Avg Close — Range —
Q3 2025
Shares 94,410 Value ($000) $11,891 Avg Close — Range —
Q2 2025
Shares 94,359 Value ($000) $10,961 Avg Close — Range —
Q1 2025
Shares 93,475 Value ($000) $9,573 Avg Close — Range —
Q4 2024
Shares 92,668 Value ($000) $10,217 Avg Close — Range —
Q3 2024
Shares 91,840 Value ($000) $9,991 Avg Close — Range —
Q2 2024
Shares 87,517 Value ($000) $9,089 Avg Close — Range —
Q1 2024
Shares 92,953 Value ($000) $9,371 Avg Close — Range —
Q4 2023
Shares 74,715 Value ($000) $6,803 Avg Close — Range —
Q3 2023
Shares 70,637 Value ($000) $5,751 Avg Close — Range —
Q2 2023
Shares 71,844 Value ($000) $6,047 Avg Close — Range —
Q1 2023
Shares 72,057 Value ($000) $5,620 Avg Close — Range —