Highland Financial Advisors’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 | $646K | Buy |
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|
2025
Q2 | $569K | Buy |
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|
2025
Q1 | $415K | Sell |
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|
2024
Q4 | $508K | Buy |
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|
2024
Q3 | $449K | Sell |
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|
2024
Q2 | $448K | Buy |
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|
2024
Q1 | $422K | Sell |
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|
2023
Q4 | $432K | Buy |
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|
2023
Q3 | $368K | Sell |
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|
2023
Q2 | $385K | Sell |
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|
2023
Q1 | $363K | Sell |
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|
2022
Q4 | $334K | Buy |
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|
2022
Q3 | $236K | Buy |
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|
2022
Q2 | $208K | Buy |
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