Navalign LLC’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Navalign LLC’s Portfolio XVV Stock Details XVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$507K	Hold
2025 Q2	$469K	Buy
2025 Q1	$420K	Hold
2024 Q4	$445K	Buy
2024 Q3	$432K	Hold
2024 Q2	$411K	Buy
2024 Q1	$376K	Sell
2023 Q4	$340K	Buy
2023 Q3	$296K	Buy