AIA
Arcadia Investment Advisors’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $132K | Hold |
2,763
| – | – | 0.07% | 45 |
|
|
2025
Q1 | $118K | Sell |
2,763
-217
| -7% | -$9.28K | 0.07% | 41 |
|
|
2024
Q4 | $135K | Hold |
2,980
| – | – | 0.07% | 41 |
|
|
2024
Q3 | $132K | Sell |
2,980
-311
| -9% | -$13.8K | 0.07% | 41 |
|
|
2024
Q2 | $138K | Hold |
3,291
| – | – | 0.08% | 38 |
|
|
2024
Q1 | $133K | Hold |
3,291
| – | – | 0.08% | 42 |
|
|
2023
Q4 | $120K | Hold |
3,291
| – | – | 0.07% | 42 |
|
|
2023
Q3 | $107K | Hold |
3,291
| – | – | 0.07% | 43 |
|
|
2023
Q2 | $111K | Hold |
3,291
| – | – | 0.07% | 45 |
|
|
2023
Q1 | $102K | Buy |
3,291
+122
| +4% | +$3.77K | 0.07% | 45 |
|
|
2022
Q4 | $90.1K | Buy |
3,169
+1,092
| +53% | +$31K | 0.06% | 46 |
|
|
2022
Q3 | $55.7K | Hold |
2,077
| – | – | 0.04% | 49 |
|
|
2022
Q2 | $59K | Buy |
2,077
+35
| +2% | +$994 | 0.04% | 46 |
|
|
2022
Q1 | $70.2K | Buy |
2,042
+38
| +2% | +$1.31K | 0.04% | 49 |
|
|
2021
Q4 | $73.6K | Hold |
2,004
| – | – | 0.04% | 48 |
|
|
2021
Q3 | $66.4K | Buy |
+2,004
| New | +$66.4K | 0.04% | 48 |
|