Grove Bank & Trust’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 | $184K | Hold |
3,863
| – | – | 0.02% | 259 |
|
|
2025
Q1 | $165K | Hold |
3,863
| – | – | 0.02% | 262 |
|
|
2024
Q4 | $175K | Hold |
3,863
| – | – | 0.02% | 231 |
|
|
2024
Q3 | $171K | Hold |
3,863
| – | – | 0.03% | 236 |
|
|
2024
Q2 | $162K | Hold |
3,863
| – | – | 0.03% | 244 |
|
|
2024
Q1 | $156K | Hold |
3,863
| – | – | 0.03% | 251 |
|
|
2023
Q4 | $141K | Hold |
3,863
| – | – | 0.03% | 254 |
|
|
2023
Q3 | $125K | Hold |
3,863
| – | – | 0.03% | 260 |
|
|
2023
Q2 | $131K | Hold |
3,863
| – | – | 0.03% | 259 |
|
|
2023
Q1 | $119K | Hold |
3,863
| – | – | 0.03% | 272 |
|
|
2022
Q4 | $110K | Buy |
+3,863
| New | +$110K | 0.02% | 276 |
|