Cetera Investment Advisers
XVV icon

Cetera Investment Advisers’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Cetera Investment Advisers’s Portfolio XVV Stock Details XVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$595K Sell
2025
Q1 		$539K Buy
2024
Q4 		$545K Sell
2024
Q3 		$535K Buy
2024
Q2 		$507K Sell
2024
Q1 		$505K Buy
2023
Q4 		$243K Buy
2023
Q3 		$211K Hold
2023
Q2 		$220K Hold
2023
Q1 		$201K Buy