Dakota Wealth Management’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 | $300K | Buy |
6,286
+14
| +0.2% | +$668 | 0.01% | 618 |
|
|
2025
Q1 | $268K | Buy |
6,272
+16
| +0.3% | +$685 | 0.01% | 644 |
|
|
2024
Q4 | $283K | Buy |
6,256
+338
| +6% | +$15.3K | 0.01% | 618 |
|
|
2024
Q3 | $262K | Buy |
5,918
+19
| +0.3% | +$840 | 0.01% | 618 |
|
|
2024
Q2 | $248K | Buy |
5,899
+268
| +5% | +$11.3K | 0.01% | 619 |
|
|
2024
Q1 | $227K | Buy |
+5,631
| New | +$227K | 0.01% | 639 |
|