Kestra Advisory Services’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Kestra Advisory Services’s Portfolio XVV Stock Details XVV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.01M	Sell
2025 Q2	$961K	Sell
2025 Q1	$899K	Buy
2024 Q4	$915K	Buy
2024 Q3	$810K	Buy
2024 Q2	$528K	Buy
2024 Q1	$360K	Buy
2023 Q4	$292K	Buy