WCG Wealth Advisors’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

WCG Wealth Advisors’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	$483K	Hold
2025 Q1	$433K	Hold
2024 Q4	$459K	Hold
2024 Q3	$448K	Hold
2024 Q2	$426K	Hold
2024 Q1	$408K	Hold
2023 Q4	$368K	Hold
2023 Q3	$328K	Hold
2023 Q2	$342K	Hold
2023 Q1	$313K	Buy