Cambridge Financial Group (Arizona)’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $546K | Hold |
11,454
| – | – | 0.21% | 75 |
|
|
2025
Q1 | $490K | Hold |
11,454
| – | – | 0.21% | 85 |
|
|
2024
Q4 | $519K | Hold |
11,454
| – | – | 0.22% | 70 |
|
|
2024
Q3 | $507K | Hold |
11,454
| – | – | 0.21% | 78 |
|
|
2024
Q2 | $482K | Hold |
11,454
| – | – | 0.22% | 76 |
|
|
2024
Q1 | $461K | Hold |
11,454
| – | – | 0.22% | 75 |
|
|
2023
Q4 | $417K | Buy |
+11,454
| New | +$417K | 0.22% | 74 |
|