Alpine Bank Wealth Management’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Alpine Bank Wealth Management’s Portfolio XVV Stock Details XVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.19M	Buy
2025 Q2	$3.38M	Sell
2025 Q1	$3.34M	Buy