Human Investing’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Buy |
9,903
+31
| +0.3% | +$1.48K | 0.07% | 64 |
|
|
2025
Q1 | $422K | Sell |
9,872
-125
| -1% | -$5.35K | 0.07% | 62 |
|
|
2024
Q4 | $453K | Sell |
9,997
-90
| -0.9% | -$4.08K | 0.08% | 60 |
|
|
2024
Q3 | $446K | Hold |
10,087
| – | – | 0.08% | 62 |
|
|
2024
Q2 | $424K | Sell |
10,087
-14
| -0.1% | -$589 | 0.08% | 62 |
|
|
2024
Q1 | $407K | Buy |
10,101
+1,503
| +17% | +$60.6K | 0.08% | 67 |
|
|
2023
Q4 | $313K | Buy |
8,598
+153
| +2% | +$5.57K | 0.07% | 74 |
|
|
2023
Q3 | $274K | Buy |
8,445
+1
| +0% | +$32 | 0.06% | 82 |
|
|
2023
Q2 | $286K | Buy |
8,444
+572
| +7% | +$19.3K | 0.07% | 81 |
|
|
2023
Q1 | $243K | Buy |
+7,872
| New | +$243K | 0.06% | 92 |
|