Osaic Holdings’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 | $454K | Sell |
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|
2025
Q2 | $466K | Sell |
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|
2025
Q1 | $435K | Buy |
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|
2024
Q4 | $281K | Buy |
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|
2024
Q3 | $269K | Sell |
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|
2024
Q2 | $284K | Sell |
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|
2024
Q1 | $273K | Buy |
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|
2023
Q4 | $127K | Sell |
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|
2023
Q3 | $116K | Sell |
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|
2023
Q2 | $230K | Buy |
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|
2023
Q1 | $210K | Buy |
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|
2022
Q4 | $171K | Buy |
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|
2022
Q3 | $33K | Sell |
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|
2022
Q2 | $40K | Buy |
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|
2022
Q1 | $187K | Buy |
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|
2021
Q4 | $15K | Buy |
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