Commonwealth Equity Services’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 | $1.23M | Buy |
25,779
+2,647
| +11% | +$126K | ﹤0.01% | 2392 |
|
|
2025
Q1 | $990K | Sell |
23,132
-778
| -3% | -$33.3K | ﹤0.01% | 2463 |
|
|
2024
Q4 | $1.08M | Buy |
23,910
+1,121
| +5% | +$50.8K | ﹤0.01% | 2328 |
|
|
2024
Q3 | $1.01M | Sell |
22,789
-319
| -1% | -$14.1K | ﹤0.01% | 2334 |
|
|
2024
Q2 | $972K | Buy |
23,108
+7,507
| +48% | +$316K | ﹤0.01% | 2303 |
|
|
2024
Q1 | $629K | Buy |
15,601
+1,941
| +14% | +$78.3K | ﹤0.01% | 2624 |
|
|
2023
Q4 | $497K | Buy |
13,660
+3,841
| +39% | +$140K | ﹤0.01% | 2714 |
|
|
2023
Q3 | $318K | Buy |
9,819
+381
| +4% | +$12.3K | ﹤0.01% | 2983 |
|
|
2023
Q2 | $319K | Buy |
+9,438
| New | +$319K | ﹤0.01% | 2999 |
|