FS
Ferguson Shapiro’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $779K | Sell |
16,333
-88
| -0.5% | -$4.2K | 0.26% | 28 |
|
|
2025
Q1 | $703K | Buy |
16,421
+801
| +5% | +$34.3K | 0.26% | 33 |
|
|
2024
Q4 | $708K | Buy |
15,620
+1,519
| +11% | +$68.8K | 0.26% | 33 |
|
|
2024
Q3 | $624K | Buy |
+14,101
| New | +$624K | 0.23% | 33 |
|