Harbour Investments’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 | $152K | Buy |
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2025
Q2 | $135K | Buy |
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|
2025
Q1 | $121K | Buy |
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|
2024
Q4 | $121K | Sell |
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|
2024
Q3 | $119K | Buy |
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|
2024
Q2 | $112K | Hold |
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|
2024
Q1 | $107K | Hold |
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|
2023
Q4 | $96.9K | Hold |
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|
2023
Q3 | $86.4K | Hold |
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|
2023
Q2 | $90K | Sell |
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|
2023
Q1 | $82.4K | Sell |
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|
2022
Q4 | $232K | Buy |
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|
2022
Q3 | $162K | Hold |
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|
2022
Q2 | $162K | Buy |
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