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