Biltmore Family Office’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 | $2.68M | Hold |
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|
2025
Q1 | $2.4M | Hold |
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|
2024
Q4 | $2.55M | Sell |
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|
2024
Q3 | $2.97M | Hold |
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|
2024
Q2 | $2.82M | Hold |
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|
2024
Q1 | $2.7M | Hold |
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|
2023
Q4 | $2.44M | Hold |
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|
2023
Q3 | $2.18M | Hold |
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|
2023
Q2 | $2.27M | Hold |
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|
2023
Q1 | $2.07M | Hold |
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|
2022
Q4 | $1.91M | Hold |
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|
2022
Q3 | $1.8M | Hold |
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|
2022
Q2 | $1.9M | Buy |
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|
2022
Q1 | $1.11M | Buy |
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|
2021
Q4 | $1.1M | Hold |
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|
2021
Q3 | $993K | Buy |
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