Sprinkle Financial Consultants’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
Q3
$610K Buy
2025
Q2
$563K Buy
2025
Q1
$504K Buy
2024
Q4
$532K Buy
2024
Q3
$518K Buy
2024
Q2
$491K Buy
2024
Q1
Sell
2023
Q4
$265K Buy