Abound Wealth Management
XVV icon

Abound Wealth Management’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Abound Wealth Management’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
2026
Q3 		$98.2K Buy
1,684
+1
+0.1% +$58 0.02% 184
2026
Q2 		$95.6K Buy
+1,683
New +$93K 0.02% 172

Other funds holding XVV

University of Cambridge Investment Management
University of Cambridge Investment Management Cambridge $96.4M AUM 13.16% 1-Year Est. Return
Sun Life Financial
Sun Life Financial Toronto, Ontario, Canada $2.45B AUM 19.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Becker Capital Management
Becker Capital Management Portland, Oregon $3.69B AUM 25.93% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return
Atlantic Private Wealth
Atlantic Private Wealth Chapel Hill, North Carolina $169M AUM 13.26% 1-Year Est. Return

Abound Wealth Management's XVV Position: Q3 2026 in Review

Abound Wealth Management increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 0.06% in Q3 2026, buying an estimated $58 and bringing the position to 1,684 shares worth $98.2K. The position accounts for 0.02% of the portfolio, ranked #184.

Abound Wealth Management first reported a position in XVV in Q2 2026 and has held it in 2 quarters since. 122 funds tracked by Wall St. Rank hold XVV as of Q3 2026.

  • Abound Wealth Management held 1,684 shares of iShares ESG Screened S&P 500 ETF worth $98.2K as of Q3 2026.
  • Abound Wealth Management bought 1 iShares ESG Screened S&P 500 ETF share in Q3 2026, an estimated $58.
  • iShares ESG Screened S&P 500 ETF made up 0.02% of Abound Wealth Management's portfolio in Q3 2026, its #184 holding.
  • Abound Wealth Management first reported a position in iShares ESG Screened S&P 500 ETF in Q2 2026 and has held it in 2 quarters since.
  • 122 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.