Armor 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
Q2 | $320K | Hold |
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|
2025
Q1 | $287K | Hold |
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|
2024
Q4 | $304K | Hold |
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|
2024
Q3 | $296K | Buy |
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|
2024
Q2 | $281K | Sell |
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|
2024
Q1 | $457K | Sell |
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|
2023
Q4 | $414K | Buy |
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|
2023
Q3 | $364K | Sell |
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|
2023
Q2 | $396K | Sell |
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|
2023
Q1 | $391K | Hold |
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|
2022
Q4 | $360K | Buy |
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|
2022
Q3 | $234K | Buy |
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|
2022
Q2 | $247K | Sell |
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|
2022
Q1 | $300K | Buy |
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|
2021
Q4 | $313K | Buy |
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|
2021
Q3 | $240K | Buy |
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