Spire Wealth Management’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 | $17.4K | Hold |
365
| – | – | ﹤0.01% | 1561 |
|
|
2025
Q1 | $15.6K | Hold |
365
| – | – | ﹤0.01% | 1694 |
|
|
2024
Q4 | $16.5K | Hold |
365
| – | – | ﹤0.01% | 1684 |
|
|
2024
Q3 | $16.1K | Buy |
365
+25
| +7% | +$1.11K | ﹤0.01% | 1501 |
|
|
2024
Q2 | $14.3K | Hold |
340
| – | – | ﹤0.01% | 1538 |
|
|
2024
Q1 | $13.7K | Buy |
340
+52
| +18% | +$2.1K | ﹤0.01% | 1618 |
|
|
2023
Q4 | $10.7K | Hold |
288
| – | – | ﹤0.01% | 1738 |
|
|
2023
Q3 | $9.34K | Hold |
288
| – | – | ﹤0.01% | 1755 |
|
|
2023
Q2 | $9.74K | Hold |
288
| – | – | ﹤0.01% | 1823 |
|
|
2023
Q1 | $8.9K | Buy |
+288
| New | +$8.9K | ﹤0.01% | 1890 |
|