Becker Capital Management’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
$11.6M Sell
2025
Q2
$10.8M Sell
2025
Q1
$9.86M Buy
2024
Q4
$9.21M Buy
2024
Q3
$8.98M Sell
2024
Q2
$8.69M Sell
2024
Q1
$9.43M Buy
2023
Q4
$8.16M Buy
2023
Q3
$6.12M Buy
2023
Q2
$4.08M Buy