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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
8,709
-2,228
-20% -$89.7K 0.2% 100
2024
Q1 		$441K Sell
10,937
-199
-2% -$7.62K 0.22% 93
2023
Q4 		$405K Buy
+11,136
New +$379K 0.22% 97
2022
Q4 		$951K Buy
33,468
+16,673
+99% +$478K 0.14% 119
2022
Q3 		$451K Sell
16,795
-1,001
-6% -$30K 0.14% 109
2022
Q2 		$505K Sell
17,796
-1,498
-8% -$46.2K 0.17% 101
2022
Q1 		$663K Buy
+19,294
New +$657K 0.18% 95
2021
Q3 		$425K Buy
12,837
+1,593
+14% +$54.1K 0.15% 107
2021
Q2 		$370K Buy
11,244
+3,135
+39% +$100K 0.14% 120
2021
Q1 		$246K Buy
+8,109
New +$239K 0.14% 132

Other funds holding XVV

SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BMD
Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $819M AUM 21.61% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return