GAM
Gould Asset Management’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 | $1.89M | Buy |
39,655
+680
| +2% | +$32.4K | 0.37% | 37 |
|
|
2025
Q1 | $1.67M | Sell |
38,975
-70
| -0.2% | -$3K | 0.34% | 39 |
|
|
2024
Q4 | $1.77M | Buy |
39,045
+1,535
| +4% | +$69.5K | 0.37% | 38 |
|
|
2024
Q3 | $1.66M | Hold |
37,510
| – | – | 0.36% | 39 |
|
|
2024
Q2 | $1.58M | Hold |
37,510
| – | – | 0.36% | 40 |
|
|
2024
Q1 | $1.51M | Buy |
37,510
+7,850
| +26% | +$316K | 0.37% | 37 |
|
|
2023
Q4 | $1.08M | Buy |
29,660
+7,695
| +35% | +$280K | 0.28% | 41 |
|
|
2023
Q3 | $712K | Sell |
21,965
-2,090
| -9% | -$67.8K | 0.2% | 57 |
|
|
2023
Q2 | $813K | Buy |
24,055
+2,155
| +10% | +$72.9K | 0.23% | 52 |
|
|
2023
Q1 | $677K | Hold |
21,900
| – | – | 0.19% | 59 |
|
|
2022
Q4 | $623K | Buy |
+21,900
| New | +$623K | 0.19% | 67 |
|