Retirement Capital Strategies’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
Q2 | $734K | Sell |
|
|||||
|
2025
Q1 | $1.1M | Sell |
|
|||||
|
2024
Q4 | $2.32M | Sell |
|
|||||
|
2024
Q3 | $2.37M | Sell |
|
|||||
|
2024
Q2 | $6.21M | Sell |
|
|||||
|
2024
Q1 | $30.2M | Buy |
|
|||||
|
2023
Q4 | $4.42M | Sell |
|
|||||
|
2023
Q3 | $4.18M | Sell |
|
|||||
|
2023
Q2 | $25.4M | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $292K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $4.57M | Sell |
|
|||||
|
2021
Q4 | $7.94M | Buy |
|
|||||
|
2021
Q3 | $2.41M | Buy |
|
|||||
|
2021
Q2 | $1.51M | Buy |
|