AIA
Armor 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 | $320K | Hold |
6,704
| – | – | 0.12% | 82 |
|
|
2025
Q1 | $287K | Hold |
6,704
| – | – | 0.12% | 85 |
|
|
2024
Q4 | $304K | Hold |
6,704
| – | – | 0.12% | 83 |
|
|
2024
Q3 | $296K | Buy |
6,704
+20
| +0.3% | +$884 | 0.12% | 87 |
|
|
2024
Q2 | $281K | Sell |
6,684
-4,654
| -41% | -$196K | 0.13% | 85 |
|
|
2024
Q1 | $457K | Sell |
11,338
-36
| -0.3% | -$1.45K | 0.22% | 75 |
|
|
2023
Q4 | $414K | Buy |
11,374
+152
| +1% | +$5.53K | 0.22% | 78 |
|
|
2023
Q3 | $364K | Sell |
11,222
-500
| -4% | -$16.2K | 0.22% | 78 |
|
|
2023
Q2 | $396K | Sell |
11,722
-940
| -7% | -$31.8K | 0.24% | 75 |
|
|
2023
Q1 | $391K | Hold |
12,662
| – | – | 0.22% | 83 |
|
|
2022
Q4 | $360K | Buy |
12,662
+3,954
| +45% | +$112K | 0.22% | 87 |
|
|
2022
Q3 | $234K | Buy |
8,708
+25
| +0.3% | +$672 | 0.16% | 101 |
|
|
2022
Q2 | $247K | Sell |
8,683
-35
| -0.4% | -$996 | 0.16% | 100 |
|
|
2022
Q1 | $300K | Buy |
8,718
+203
| +2% | +$6.99K | 0.17% | 99 |
|
|
2021
Q4 | $313K | Buy |
8,515
+1,281
| +18% | +$47.1K | 0.18% | 101 |
|
|
2021
Q3 | $240K | Buy |
+7,234
| New | +$240K | 0.15% | 107 |
|