BWP
BSW Wealth Partners’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 | $3.35M | Sell |
70,207
-15,780
| -18% | -$753K | 0.46% | 38 |
|
|
2025
Q1 | $3.68M | Sell |
85,987
-8,969
| -9% | -$384K | 0.56% | 33 |
|
|
2024
Q4 | $4.3M | Sell |
94,956
-2,948
| -3% | -$134K | 0.63% | 34 |
|
|
2024
Q3 | $4.33M | Sell |
97,904
-1,192
| -1% | -$52.7K | 0.65% | 28 |
|
|
2024
Q2 | $4.17M | Sell |
99,096
-10,982
| -10% | -$462K | 0.68% | 31 |
|
|
2024
Q1 | $4.43M | Sell |
110,078
-2,356
| -2% | -$94.9K | 0.75% | 29 |
|
|
2023
Q4 | $4.09M | Buy |
112,434
+947
| +0.8% | +$34.5K | 0.81% | 21 |
|
|
2023
Q3 | $3.62M | Sell |
111,487
-600
| -0.5% | -$19.5K | 0.8% | 22 |
|
|
2023
Q2 | $3.79M | Sell |
112,087
-5,571
| -5% | -$188K | 0.79% | 23 |
|
|
2023
Q1 | $3.64M | Buy |
117,658
+648
| +0.6% | +$20K | 0.74% | 24 |
|
|
2022
Q4 | $3.33M | Buy |
+117,010
| New | +$3.33M | 0.71% | 25 |
|