WWA
WCG Wealth Advisors’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 | $483K | Hold |
10,125
| – | – | 0.03% | 297 |
|
|
2025
Q1 | $433K | Hold |
10,125
| – | – | 0.03% | 249 |
|
|
2024
Q4 | $459K | Hold |
10,125
| – | – | 0.03% | 267 |
|
|
2024
Q3 | $448K | Hold |
10,125
| – | – | 0.03% | 279 |
|
|
2024
Q2 | $426K | Hold |
10,125
| – | – | 0.03% | 252 |
|
|
2024
Q1 | $408K | Hold |
10,125
| – | – | 0.03% | 231 |
|
|
2023
Q4 | $368K | Hold |
10,125
| – | – | 0.03% | 272 |
|
|
2023
Q3 | $328K | Hold |
10,125
| – | – | 0.02% | 261 |
|
|
2023
Q2 | $342K | Hold |
10,125
| – | – | 0.04% | 147 |
|
|
2023
Q1 | $313K | Buy |
+10,125
| New | +$313K | 0.04% | 151 |
|