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Arcadia Investment Advisors’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Arcadia Investment Advisors’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 		$162K Hold
2,776
– – 0.07% 46
2026
Q2 		$158K Hold
2,776
– – 0.07% 50
2026
Q1 		$137K Buy
2,776
+2
+0.1% +$104 0.06% 48
2025
Q4 		$146K Buy
2,774
+11
+0.4% +$574 0.07% 46
2025
Q3 		$142K Hold
2,763
– – 0.07% 46
2025
Q2 		$132K Hold
2,763
– – 0.07% 45
2025
Q1 		$118K Sell
2,763
-217
-7% -$9.83K 0.07% 41
2024
Q4 		$135K Hold
2,980
– – 0.07% 41
2024
Q3 		$132K Sell
2,980
-311
-9% -$13.3K 0.07% 41
2024
Q2 		$138K Hold
3,291
– – 0.08% 38
2024
Q1 		$133K Hold
3,291
– – 0.08% 42
2023
Q4 		$120K Hold
3,291
– – 0.07% 42
2023
Q3 		$107K Hold
3,291
– – 0.07% 43
2023
Q2 		$111K Hold
3,291
– – 0.07% 45
2023
Q1 		$102K Buy
3,291
+122
+4% +$3.65K 0.07% 45
2022
Q4 		$90.1K Buy
3,169
+1,092
+53% +$31.3K 0.06% 46
2022
Q3 		$55.7K Hold
2,077
– – 0.04% 49
2022
Q2 		$59K Buy
2,077
+35
+2% +$1.08K 0.04% 46
2022
Q1 		$70.2K Buy
2,042
+38
+2% +$1.29K 0.04% 49
2021
Q4 		$73.6K Hold
2,004
– – 0.04% 48
2021
Q3 		$66.4K Buy
+2,004
New +$68.1K 0.04% 48

Other funds holding XVV

SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

Arcadia Investment Advisors's XVV Position: Q3 2026 in Review

Arcadia Investment Advisors held its iShares ESG Screened S&P 500 ETF (XVV) position steady in Q3 2026 at 2,776 shares worth $162K. The position accounts for 0.07% of the portfolio, ranked #46.

Arcadia Investment Advisors first reported a position in XVV in Q3 2021 and has held it in 21 quarters since. 18 funds tracked by Wall St. Rank hold XVV as of Q3 2026.

  • Arcadia Investment Advisors held 2,776 shares of iShares ESG Screened S&P 500 ETF worth $162K as of Q3 2026.
  • Arcadia Investment Advisors left its iShares ESG Screened S&P 500 ETF share count unchanged in Q3 2026.
  • iShares ESG Screened S&P 500 ETF made up 0.07% of Arcadia Investment Advisors's portfolio in Q3 2026, its #46 holding.
  • Arcadia Investment Advisors first reported a position in iShares ESG Screened S&P 500 ETF in Q3 2021 and has held it in 21 quarters since.
  • 18 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q3 2026.

Based on Arcadia Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.