WCG Wealth Advisors’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $516K | Sell |
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|
2025
Q2 | $483K | Hold |
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|
2025
Q1 | $433K | Hold |
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|
2024
Q4 | $459K | Hold |
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|
2024
Q3 | $448K | Hold |
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|
2024
Q2 | $426K | Hold |
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|
2024
Q1 | $408K | Hold |
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|
2023
Q4 | $368K | Hold |
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|
2023
Q3 | $328K | Hold |
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|
2023
Q2 | $342K | Hold |
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|
2023
Q1 | $313K | Buy |
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