Tarbox Family Office’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Tarbox Family Office’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 Q3	$737K	Buy
2025 Q2	$682K	Sell
2025 Q1	$948K	Buy
2024 Q4	$845K	Sell
2024 Q3	$841K	Buy
2024 Q2	$614K	Buy
2024 Q1	$568K	Buy
2023 Q4	$476K	Sell
2023 Q3	$454K	Buy