Principal Securities’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 | $41.2K | Buy |
863
+106
| +14% | +$5.06K | ﹤0.01% | 1974 |
|
|
2025
Q1 | $34.3K | Hold |
757
| – | – | ﹤0.01% | 1930 |
|
|
2024
Q4 | $34.3K | Hold |
757
| – | – | ﹤0.01% | 1926 |
|
|
2024
Q3 | $33.5K | Hold |
757
| – | – | ﹤0.01% | 1866 |
|
|
2024
Q2 | $31.8K | Hold |
757
| – | – | ﹤0.01% | 1831 |
|
|
2024
Q1 | $30.5K | Hold |
757
| – | – | ﹤0.01% | 1793 |
|
|
2023
Q4 | $27.5K | Buy |
+757
| New | +$27.5K | ﹤0.01% | 1760 |
|