Cetera Advisors’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
2024
Q1
$505K Buy
2023
Q4
$254K Sell
2023
Q3
$233K Hold
2023
Q2
$243K Hold
2023
Q1
$222K Hold
2022
Q4
$204K Buy