Becker Capital 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 | $10.8M | Sell |
226,954
-3,570
| -2% | -$170K | 0.34% | 77 |
|
|
2025
Q1 | $9.86M | Buy |
230,524
+27,240
| +13% | +$1.17M | 0.33% | 82 |
|
|
2024
Q4 | $9.21M | Buy |
203,284
+195
| +0.1% | +$8.83K | 0.3% | 79 |
|
|
2024
Q3 | $8.98M | Sell |
203,089
-3,550
| -2% | -$157K | 0.29% | 78 |
|
|
2024
Q2 | $8.69M | Sell |
206,639
-27,340
| -12% | -$1.15M | 0.3% | 82 |
|
|
2024
Q1 | $9.43M | Buy |
233,979
+9,785
| +4% | +$394K | 0.32% | 82 |
|
|
2023
Q4 | $8.16M | Buy |
224,194
+36,470
| +19% | +$1.33M | 0.29% | 84 |
|
|
2023
Q3 | $6.12M | Buy |
187,724
+67,095
| +56% | +$2.19M | 0.24% | 87 |
|
|
2023
Q2 | $4.08M | Buy |
+120,629
| New | +$4.08M | 0.15% | 99 |
|