JFA
JNBA Financial Advisors’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.94M | Sell |
82,601
-4,988
| -6% | -$238K | 0.38% | 42 |
|
|
2025
Q1 | $3.75M | Sell |
87,589
-7,029
| -7% | -$301K | 0.39% | 41 |
|
|
2024
Q4 | $4.29M | Buy |
94,618
+13,266
| +16% | +$601K | 0.44% | 38 |
|
|
2024
Q3 | $3.6M | Buy |
81,352
+22,734
| +39% | +$1.01M | 0.36% | 44 |
|
|
2024
Q2 | $2.47M | Buy |
58,618
+18,456
| +46% | +$776K | 0.26% | 52 |
|
|
2024
Q1 | $1.62M | Buy |
40,162
+37,491
| +1,404% | +$1.51M | 0.17% | 74 |
|
|
2023
Q4 | $97.2K | Buy |
2,671
+1,273
| +91% | +$46.3K | 0.01% | 231 |
|
|
2023
Q3 | $45.3K | Buy |
1,398
+227
| +19% | +$7.36K | 0.01% | 289 |
|
|
2023
Q2 | $39.6K | Buy |
1,171
+401
| +52% | +$13.6K | ﹤0.01% | 313 |
|
|
2023
Q1 | $23.8K | Buy |
770
+503
| +188% | +$15.5K | ﹤0.01% | 370 |
|
|
2022
Q4 | $7.59K | Buy |
267
+141
| +112% | +$4.01K | ﹤0.01% | 481 |
|
|
2022
Q3 | $3K | Buy |
126
+19
| +18% | +$452 | ﹤0.01% | 588 |
|
|
2022
Q2 | $3K | Hold |
107
| – | – | ﹤0.01% | 624 |
|
|
2022
Q1 | $4K | Buy |
+107
| New | +$4K | ﹤0.01% | 586 |
|