Future You Wealth’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	$921K	Sell	19,319 -3,062	-14%	-$146K	0.5%	25
2025 Q1	$958K	Buy	22,381 +2,061	+10%	+$88.2K	0.61%	20
2024 Q4	$920K	Buy	+20,320	New	+$920K	0.65%	20