Gray Private 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
$314K Hold
6,576
0.17% 30
2025
Q1
$281K Buy
+6,576
New +$281K 0.17% 31