Sound Stewardship, LLC XVV Holdings History
Sound Stewardship, LLC's iShares ESG Select Screened S&P 500 ETF Holding Summary
As of 2025-06-30, Sound Stewardship, LLC held 18,698.00 shares of iShares ESG Select Screened S&P 500 ETF(XVV), totaling $891,680.00. This investment constitutes 0.46% of their stock portfolio, and Sound Stewardship, LLC now holds 0.21% of the outstanding iShares ESG Select Screened S&P 500 ETF(XVV) stock.
The initial trade took place in 2025Q2. And since then Sound Stewardship, LLC has made 1 purchases of XVV, at an average price of $43.89, for a total of 18,698.00 shares. Based on historical transaction data and XVV's current price of $48.92, Sound Stewardship, LLC's estimated gain on his XVV holdings is $94,069.64, reflecting a 11.46% gain to date.
Sound Stewardship, LLC XVV ($48.92) Holding Chart
Sound Stewardship, LLC XVV ($48.92) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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