LPL Financial’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 | $11.2M | Buy |
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|
2025
Q2 | $9.38M | Buy |
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|
2025
Q1 | $7.42M | Buy |
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|
2024
Q4 | $6.51M | Buy |
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|
2024
Q3 | $6.19M | Buy |
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|
2024
Q2 | $5.14M | Buy |
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|
2024
Q1 | $1.74M | Buy |
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|
2023
Q4 | $1.18M | Buy |
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|
2023
Q3 | $441K | Buy |
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|
2023
Q2 | $387K | Buy |
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|
2023
Q1 | $321K | Sell |
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|
2022
Q4 | $386K | Buy |
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|
2022
Q3 | $313K | Buy |
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|
2022
Q2 | $311K | Buy |
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|
2022
Q1 | $348K | Buy |
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|
2021
Q4 | $209K | Buy |
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