Carson Wealth (CWM LLC)’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 | $106K | Hold |
2,218
| – | – | ﹤0.01% | 2664 |
|
|
2025
Q1 | $95K | Sell |
2,218
-1,108
| -33% | -$47.5K | ﹤0.01% | 2469 |
|
|
2024
Q4 | $151K | Hold |
3,326
| – | – | ﹤0.01% | 2015 |
|
|
2024
Q3 | $147K | Hold |
3,326
| – | – | ﹤0.01% | 1941 |
|
|
2024
Q2 | $140K | Hold |
3,326
| – | – | ﹤0.01% | 1774 |
|
|
2024
Q1 | $134K | Sell |
3,326
-1,014
| -23% | -$40.9K | ﹤0.01% | 1711 |
|
|
2023
Q4 | $158K | Buy |
+4,340
| New | +$158K | ﹤0.01% | 1523 |
|