TDWM
Topel & Distasi Wealth Management’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Hold |
6,758
| – | – | 0.17% | 55 |
|
|
2025
Q1 | $289K | Buy |
6,758
+22
| +0.3% | +$941 | 0.14% | 68 |
|
|
2024
Q4 | $305K | Sell |
6,736
-213
| -3% | -$9.65K | 0.13% | 68 |
|
|
2024
Q3 | $307K | Sell |
6,949
-74
| -1% | -$3.27K | 0.13% | 69 |
|
|
2024
Q2 | $295K | Hold |
7,023
| – | – | 0.13% | 66 |
|
|
2024
Q1 | $283K | Sell |
7,023
-527
| -7% | -$21.2K | 0.13% | 67 |
|
|
2023
Q4 | $275K | Sell |
7,550
-340
| -4% | -$12.4K | 0.13% | 65 |
|
|
2023
Q3 | $256K | Sell |
7,890
-410
| -5% | -$13.3K | 0.13% | 68 |
|
|
2023
Q2 | $281K | Hold |
8,300
| – | – | 0.14% | 67 |
|
|
2023
Q1 | $256K | Hold |
8,300
| – | – | 0.13% | 69 |
|
|
2022
Q4 | $236K | Buy |
8,300
+260
| +3% | +$7.39K | 0.13% | 68 |
|
|
2022
Q3 | $237K | Buy |
+8,040
| New | +$237K | 0.13% | 68 |
|