Archer Investment 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	$732K	Sell	15,343 -3,137	-17%	-$150K	0.53%	30
2025 Q1	$791K	Sell	18,480 -11,365	-38%	-$486K	0.55%	32
2024 Q4	$1.35M	Buy	+29,845	New	+$1.35M	0.83%	25