Leverty Financial Group’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
Q3 | – | Sell |
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|
2025
Q2 | $451K | Hold |
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|
2025
Q1 | $405K | Sell |
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|
2024
Q4 | $438K | Buy |
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|
2024
Q3 | $246K | Hold |
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|
2024
Q2 | $234K | Sell |
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|
2024
Q1 | $270K | Hold |
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|
2023
Q4 | $244K | Hold |
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|
2023
Q3 | $218K | Sell |
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|
2023
Q2 | $471K | Hold |
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|
2023
Q1 | $430K | Hold |
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|
2022
Q4 | $396K | Sell |
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|
2022
Q3 | $378K | Sell |
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|
2022
Q2 | $425K | Sell |
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|
2022
Q1 | $528K | Buy |
|