Cambridge Financial Group (Arizona)’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
Q3
$590K Hold
2025
Q2
$546K Hold
2025
Q1
$490K Hold
2024
Q4
$519K Hold
2024
Q3
$507K Hold
2024
Q2
$482K Hold
2024
Q1
$461K Hold
2023
Q4
$417K Buy