Sunbelt Securities’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Sunbelt Securities’s Portfolio XVV Stock Details XVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$511K	Buy
2025 Q1	$38.8K	Sell
2024 Q4	$514K	Sell
2024 Q3	$508K	Sell
2024 Q2	$485K	Sell
2024 Q1	$490K	Buy
2023 Q4	$413K	Sell
2023 Q3	$401K	Buy