Elwood & Goetz Wealth Advisory Group’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 Q3	$285K	Sell
2025 Q2	$284K	Buy
2025 Q1	$247K	Sell
2024 Q4	$275K	Buy
2024 Q3	$255K	Hold
2024 Q2	$243K	Buy
2023 Q1	–	Sell
2022 Q4	$224K	Buy