PBF
XVV icon

Petix & Botte Financial’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Petix & Botte Financial’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
2024
Q2 		– Sell
-7,023
Closed -$283K – 169
2024
Q1 		$283K Buy
+7,023
New +$269K 0.07% 114

Other funds holding XVV

SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BMD
Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

Petix & Botte Financial's XVV Position: Q2 2024 in Review

Petix & Botte Financial sold out of iShares ESG Screened S&P 500 ETF (XVV) in Q2 2024, closing a stake of 7,023 shares — an estimated $283K sold.

Petix & Botte Financial first reported a position in XVV in Q1 2024 and held it in 1 quarter. The position peaked at $283K in Q1 2024. 90 funds tracked by Wall St. Rank hold XVV as of Q2 2024.

  • Petix & Botte Financial reported no remaining iShares ESG Screened S&P 500 ETF position as of Q2 2024 after selling out during the quarter.
  • Petix & Botte Financial sold 7,023 iShares ESG Screened S&P 500 ETF shares in Q2 2024, an estimated $283K.
  • Petix & Botte Financial first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2024 and held it in 1 quarter.
  • Petix & Botte Financial's iShares ESG Screened S&P 500 ETF position peaked at $283K in Q1 2024.
  • 90 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2024.

Based on Petix & Botte Financial's 13F filing for Q2 2024, filed 13 Aug 2024.