Petix & Botte Financial’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
2024 Q2	–	Sell	-7,023	Closed	-$283K	–	169
2024 Q1	$283K	Buy	+7,023	New	+$283K	0.07%	114