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

Alpine Bank 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 Q2	$4.12M	Buy	72,621 +2,279	+3%	+$126K	0.53%	38
2026 Q1	$3.46M	Sell	70,342 -8,923	-11%	-$463K	0.5%	36
2025 Q4	$4.18M	Sell	79,265 -2,046	-3%	-$107K	0.59%	27
2025 Q3	$4.19M	Buy	81,311 +10,445	+15%	+$517K	0.59%	29
2025 Q2	$3.38M	Sell	70,866 -7,100	-9%	-$312K	0.51%	30
2025 Q1	$3.34M	Buy	+77,966	New	+$3.53M	0.54%	30

Other funds holding XVV

UOCIM

University of Cambridge Investment Management Cambridge $93.9M AUM

SLF

Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCM

Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Alpine Bank Wealth Management's XVV Position: Q2 2026 in Review

Alpine Bank Wealth Management increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 3.2% in Q2 2026, buying an estimated $126K and bringing the position to 72,621 shares worth $4.12M. The position accounts for 0.53% of the portfolio, ranked #38.

Alpine Bank Wealth Management first reported a position in XVV in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.19M in Q3 2025. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

Alpine Bank Wealth Management held 72,621 shares of iShares ESG Screened S&P 500 ETF worth $4.12M as of Q2 2026.
Alpine Bank Wealth Management bought 2,279 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $126K.
iShares ESG Screened S&P 500 ETF made up 0.53% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #38 holding.
Alpine Bank Wealth Management first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
Alpine Bank Wealth Management's iShares ESG Screened S&P 500 ETF position peaked at $4.19M in Q3 2025.
159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.