Colton Groome Financial Advisors’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	$412K	Sell	8,630 -25	-0.3%	-$1.19K	0.14%	89
2025 Q1	$369K	Buy	8,655 +2,305	+36%	+$98.2K	0.14%	87
2024 Q4	$288K	Sell	6,350 -165	-3%	-$7.47K	0.11%	100
2024 Q3	$288K	Buy	6,515 +1,645	+34%	+$72.7K	0.11%	108
2024 Q2	$205K	Buy	+4,870	New	+$205K	0.08%	120