Sprinkle Financial Consultants’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 | $563K | Buy |
11,812
+28
| +0.2% | +$1.34K | 0.34% | 54 |
|
|
2025
Q1 | $504K | Buy |
11,784
+30
| +0.3% | +$1.28K | 0.32% | 50 |
|
|
2024
Q4 | $532K | Buy |
11,754
+36
| +0.3% | +$1.63K | 0.36% | 45 |
|
|
2024
Q3 | $518K | Buy |
11,718
+37
| +0.3% | +$1.64K | 0.37% | 45 |
|
|
2024
Q2 | $491K | Buy |
+11,681
| New | +$491K | 0.39% | 46 |
|
|
2024
Q1 | – | Sell |
-7,293
| Closed | -$265K | – | 68 |
|
|
2023
Q4 | $265K | Buy |
+7,293
| New | +$265K | 0.27% | 51 |
|