Fidelity Investments’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 | $2.13K | Buy |
45
+7
| +18% | +$331 | ﹤0.01% | 4849 |
|
|
2025
Q1 | $1.61K | Hold |
38
| – | – | ﹤0.01% | 4906 |
|
|
2024
Q4 | $1.7K | Buy |
38
+7
| +23% | +$314 | ﹤0.01% | 4842 |
|
|
2024
Q3 | $1.38K | Hold |
31
| – | – | ﹤0.01% | 4863 |
|
|
2024
Q2 | $1.31K | Buy |
31
+28
| +933% | +$1.19K | ﹤0.01% | 4770 |
|
|
2024
Q1 | $121 | Buy |
+3
| New | +$121 | ﹤0.01% | 4953 |
|
|
2023
Q1 | – | Sell |
-1
| Closed | -$28 | – | 5564 |
|
|
2022
Q4 | $28 | Buy |
+1
| New | +$28 | ﹤0.01% | 5043 |
|
|
2022
Q2 | – | Sell |
-1
| Closed | – | – | 5560 |
|
|
2022
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 5554 |
|