BMD
Better Money Decisions’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 | $4.23M | Buy |
88,618
+1,841
| +2% | +$87.8K | 2.57% | 12 |
|
|
2025
Q1 | $3.71M | Sell |
86,777
-6,973
| -7% | -$298K | 2.48% | 14 |
|
|
2024
Q4 | $4.25M | Buy |
93,750
+790
| +0.8% | +$35.8K | 2.94% | 11 |
|
|
2024
Q3 | $4.11M | Sell |
92,960
-6,240
| -6% | -$276K | 2.92% | 11 |
|
|
2024
Q2 | $4.17M | Buy |
99,200
+2,782
| +3% | +$117K | 3.14% | 9 |
|
|
2024
Q1 | $3.88M | Sell |
96,418
-277
| -0.3% | -$11.2K | 3.08% | 9 |
|
|
2023
Q4 | $3.52M | Buy |
96,695
+27,107
| +39% | +$986K | 2.92% | 9 |
|
|
2023
Q3 | $2.26M | Buy |
69,588
+2,144
| +3% | +$69.5K | 1.99% | 11 |
|
|
2023
Q2 | $2.28M | Sell |
67,444
-1,320
| -2% | -$44.6K | 1.86% | 12 |
|
|
2023
Q1 | $2.12M | Buy |
68,764
+13,165
| +24% | +$407K | 1.79% | 11 |
|
|
2022
Q4 | $1.58M | Buy |
55,599
+10,981
| +25% | +$312K | 1.37% | 17 |
|
|
2022
Q3 | $1.2M | Buy |
44,618
+10,168
| +30% | +$273K | 1.17% | 17 |
|
|
2022
Q2 | $978K | Buy |
34,450
+15,415
| +81% | +$438K | 0.83% | 21 |
|
|
2022
Q1 | $654K | Buy |
19,035
+783
| +4% | +$26.9K | 0.61% | 30 |
|
|
2021
Q4 | $670K | Buy |
+18,252
| New | +$670K | 0.56% | 34 |
|