Mogy Joel R Investment Counsel’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Mogy Joel R Investment Counsel’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	$173K	Hold
2025 Q2	$160K	Hold
2025 Q1	$143K	Buy
2024 Q4	$146K	Hold
2024 Q3	$143K	Sell
2024 Q2	$141K	Hold
2024 Q1	$135K	Buy