Heritage Wealth Management (Arizona)’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio XVV Stock Details XVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$366K	Sell
2024 Q1	$441K	Sell
2023 Q4	$405K	Buy
2022 Q4	$951K	Buy
2022 Q3	$451K	Sell
2022 Q2	$505K	Sell
2022 Q1	$663K	Buy
2021 Q3	$425K	Buy
2021 Q2	$370K	Buy
2021 Q1	$246K	Buy