BFO
Biltmore Family Office’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 | $2.68M | Hold |
56,201
| – | – | 0.45% | 43 |
|
|
2025
Q1 | $2.4M | Hold |
56,201
| – | – | 0.41% | 46 |
|
|
2024
Q4 | $2.55M | Sell |
56,201
-10,845
| -16% | -$491K | 0.43% | 42 |
|
|
2024
Q3 | $2.97M | Hold |
67,046
| – | – | 0.51% | 37 |
|
|
2024
Q2 | $2.82M | Hold |
67,046
| – | – | 0.52% | 37 |
|
|
2024
Q1 | $2.7M | Hold |
67,046
| – | – | 0.53% | 36 |
|
|
2023
Q4 | $2.44M | Hold |
67,046
| – | – | 0.5% | 38 |
|
|
2023
Q3 | $2.18M | Hold |
67,046
| – | – | 0.5% | 38 |
|
|
2023
Q2 | $2.27M | Hold |
67,046
| – | – | 0.48% | 36 |
|
|
2023
Q1 | $2.07M | Hold |
67,046
| – | – | 0.44% | 39 |
|
|
2022
Q4 | $1.91M | Hold |
67,046
| – | – | 0.39% | 40 |
|
|
2022
Q3 | $1.8M | Hold |
67,046
| – | – | 0.41% | 38 |
|
|
2022
Q2 | $1.9M | Buy |
67,046
+34,859
| +108% | +$989K | 0.48% | 38 |
|
|
2022
Q1 | $1.11M | Buy |
32,187
+2,187
| +7% | +$75.1K | 0.24% | 68 |
|
|
2021
Q4 | $1.1M | Hold |
30,000
| – | – | 0.21% | 76 |
|
|
2021
Q3 | $993K | Buy |
+30,000
| New | +$993K | 0.24% | 67 |
|