JPMorgan Chase & Co’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 | $1.19M | Buy |
25,014
+15,983
| +177% | +$762K | ﹤0.01% | 3632 |
|
|
2025
Q1 | $386K | Buy |
9,031
+4,461
| +98% | +$191K | ﹤0.01% | 4158 |
|
|
2024
Q4 | $207K | Sell |
4,570
-1,584
| -26% | -$71.8K | ﹤0.01% | 4518 |
|
|
2024
Q3 | $272K | Sell |
6,154
-1,209
| -16% | -$53.5K | ﹤0.01% | 4335 |
|
|
2024
Q2 | $310K | Buy |
+7,363
| New | +$310K | ﹤0.01% | 4063 |
|