Parkworth Wealth Management’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	$508K	Buy	10,658 +25	+0.2%	+$1.19K	0.37%	42
2025 Q1	$455K	Sell	10,633 -308	-3%	-$13.2K	0.36%	40
2024 Q4	$496K	Buy	+10,941	New	+$496K	0.41%	37