Better Money Decisions’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 | $4.23M | Buy |
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|
2025
Q1 | $3.71M | Sell |
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|
2024
Q4 | $4.25M | Buy |
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|
2024
Q3 | $4.11M | Sell |
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|
2024
Q2 | $4.17M | Buy |
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|
2024
Q1 | $3.88M | Sell |
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|
2023
Q4 | $3.52M | Buy |
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|
2023
Q3 | $2.26M | Buy |
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|
2023
Q2 | $2.28M | Sell |
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|
2023
Q1 | $2.12M | Buy |
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|
2022
Q4 | $1.58M | Buy |
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|
2022
Q3 | $1.2M | Buy |
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|
2022
Q2 | $978K | Buy |
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|
2022
Q1 | $654K | Buy |
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|
2021
Q4 | $670K | Buy |
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