Grove Bank & Trust’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $199K | Hold |
|
|||||
|
2025
Q2 | $184K | Hold |
|
|||||
|
2025
Q1 | $165K | Hold |
|
|||||
|
2024
Q4 | $175K | Hold |
|
|||||
|
2024
Q3 | $171K | Hold |
|
|||||
|
2024
Q2 | $162K | Hold |
|
|||||
|
2024
Q1 | $156K | Hold |
|
|||||
|
2023
Q4 | $141K | Hold |
|
|||||
|
2023
Q3 | $125K | Hold |
|
|||||
|
2023
Q2 | $131K | Hold |
|
|||||
|
2023
Q1 | $119K | Hold |
|
|||||
|
2022
Q4 | $110K | Buy |
|