Wealth Enhancement Advisory Services
XVV icon

Wealth Enhancement Advisory Services’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio XVV Stock Details XVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$283K Sell
5,865
-811
-12% -$39.1K ﹤0.01% 2674
2025
Q1 		$286K Buy
6,676
+297
+5% +$12.7K ﹤0.01% 2463
2024
Q4 		$289K Buy
+6,379
New +$289K ﹤0.01% 2393