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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.4M	Sell	29,446 -690	-2%	-$32.9K	0.03%	451
2025 Q1	$1.29M	Buy	30,136 +2,035	+7%	+$87.1K	0.03%	432
2024 Q4	$1.27M	Buy	+28,101	New	+$1.27M	0.03%	441