JNBA 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
Q2 | $3.94M | Sell |
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2025
Q1 | $3.75M | Sell |
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|
2024
Q4 | $4.29M | Buy |
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|
2024
Q3 | $3.6M | Buy |
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|
2024
Q2 | $2.47M | Buy |
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|
2024
Q1 | $1.62M | Buy |
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|
2023
Q4 | $97.2K | Buy |
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|
2023
Q3 | $45.3K | Buy |
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|
2023
Q2 | $39.6K | Buy |
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|
2023
Q1 | $23.8K | Buy |
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|
2022
Q4 | $7.59K | Buy |
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|
2022
Q3 | $3K | Buy |
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|
2022
Q2 | $3K | Hold |
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|
2022
Q1 | $4K | Buy |
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