Sanford Advisory Services’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
2022
Q2
Sell
-5,853
Closed -$201K 125
2022
Q1
$201K Hold
5,853
0.05% 108
2021
Q4
$215K Buy
+5,853
New +$215K 0.05% 104