Wharton Business Group’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
Q2 | $3.65M | Buy |
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|
2025
Q1 | $3.23M | Sell |
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|
2024
Q4 | $3.77M | Sell |
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|
2024
Q3 | $3.82M | Hold |
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|
2024
Q2 | $3.63M | Hold |
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|
2024
Q1 | $3.48M | Sell |
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|
2023
Q4 | $3.25M | Hold |
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|
2023
Q3 | $2.89M | Buy |
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|
2023
Q2 | $2.84M | Buy |
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|
2023
Q1 | $2.58M | Buy |
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|
2022
Q4 | $2.29M | Buy |
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|
2022
Q3 | $2M | Buy |
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|
2022
Q2 | $1.89M | Buy |
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|
2022
Q1 | $2.21M | Hold |
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|
2021
Q4 | $2.36M | Sell |
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|
2021
Q3 | $2.17M | Buy |
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|
2021
Q2 | $1.91M | Buy |
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|
2021
Q1 | $775K | Buy |
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