HFO
XVV icon

Heritage Family Offices’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Heritage Family Offices’s Portfolio XVV Stock Details XVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$355K Hold
8,335
– – 0.18% 112
2025
Q1 		$357K Hold
8,335
– – 0.18% 111
2024
Q4 		$378K Hold
8,335
– – 0.19% 107
2024
Q3 		$369K Sell
8,335
-374
-4% -$16.5K 0.19% 107
2024
Q2 		$366K Buy
+8,709
New +$366K 0.2% 100