Arcadia Investment Advisors’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $142K | Hold |
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|
2025
Q2 | $132K | Hold |
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|
2025
Q1 | $118K | Sell |
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|
2024
Q4 | $135K | Hold |
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|
2024
Q3 | $132K | Sell |
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|
2024
Q2 | $138K | Hold |
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|
2024
Q1 | $133K | Hold |
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|
2023
Q4 | $120K | Hold |
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|
2023
Q3 | $107K | Hold |
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|
2023
Q2 | $111K | Hold |
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|
2023
Q1 | $102K | Buy |
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|
2022
Q4 | $90.1K | Buy |
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|
2022
Q3 | $55.7K | Hold |
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|
2022
Q2 | $59K | Buy |
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|
2022
Q1 | $70.2K | Buy |
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|
2021
Q4 | $73.6K | Hold |
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|
2021
Q3 | $66.4K | Buy |
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