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

Bartlett & Co 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 		$2.5M Buy
44,053
+8,482
+24% +$469K 0.03% 196
2026
Q1 		$1.95M Buy
+35,571
New +$1.85M 0.02% 211

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
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
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Franklin Resources
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

Bartlett & Co Wealth Management's XVV Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 24% in Q2 2026, buying an estimated $469K and bringing the position to 44,053 shares worth $2.5M. The position accounts for 0.03% of the portfolio, ranked #196.

Bartlett & Co Wealth Management first reported a position in XVV in Q1 2026 and has held it in 2 quarters since. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

  • Bartlett & Co Wealth Management held 44,053 shares of iShares ESG Screened S&P 500 ETF worth $2.5M as of Q2 2026.
  • Bartlett & Co Wealth Management bought 8,482 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $469K.
  • iShares ESG Screened S&P 500 ETF made up 0.03% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #196 holding.
  • Bartlett & Co Wealth Management first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
  • 159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.