Magnus Financial Group’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 | $931K | Buy |
19,516
+45
| +0.2% | +$2.15K | 0.08% | 166 |
|
|
2025
Q1 | $833K | Buy |
19,471
+497
| +3% | +$21.3K | 0.08% | 170 |
|
|
2024
Q4 | $859K | Buy |
18,974
+3,919
| +26% | +$178K | 0.08% | 161 |
|
|
2024
Q3 | $666K | Buy |
15,055
+2,963
| +25% | +$131K | 0.07% | 180 |
|
|
2024
Q2 | $509K | Buy |
12,092
+4,104
| +51% | +$173K | 0.06% | 198 |
|
|
2024
Q1 | $322K | Buy |
+7,988
| New | +$322K | 0.04% | 237 |
|