RHS Financial’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 | – | Sell |
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|
2025
Q1 | $380K | Buy |
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|
2024
Q4 | $392K | Buy |
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|
2024
Q3 | $318K | Sell |
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|
2024
Q2 | $310K | Sell |
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|
2024
Q1 | $314K | Sell |
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|
2023
Q4 | $324K | Buy |
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|
2023
Q3 | $287K | Hold |
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|
2023
Q2 | $299K | Buy |
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|
2023
Q1 | $273K | Sell |
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|
2022
Q4 | $258K | Sell |
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|
2022
Q3 | $418K | Buy |
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