Mogy Joel R Investment Counsel’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 | $160K | Hold |
3,350
| – | – | 0.01% | 98 |
|
|
2025
Q1 | $143K | Buy |
3,350
+125
| +4% | +$5.35K | 0.01% | 96 |
|
|
2024
Q4 | $146K | Hold |
3,225
| – | – | 0.01% | 98 |
|
|
2024
Q3 | $143K | Sell |
3,225
-125
| -4% | -$5.53K | 0.01% | 101 |
|
|
2024
Q2 | $141K | Hold |
3,350
| – | – | 0.01% | 97 |
|
|
2024
Q1 | $135K | Buy |
+3,350
| New | +$135K | 0.01% | 103 |
|