Biltmore Family Office’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Biltmore Family Office’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 Q1	$2.77M	Hold	56,201	–	–	0.39%	54
2025 Q4	$2.96M	Hold	56,201	–	–	0.41%	49
2025 Q3	$2.9M	Hold	56,201	–	–	0.41%	49
2025 Q2	$2.68M	Hold	56,201	–	–	0.45%	43
2025 Q1	$2.4M	Hold	56,201	–	–	0.41%	46
2024 Q4	$2.55M	Sell	56,201 -10,845	-16%	-$493K	0.43%	42
2024 Q3	$2.97M	Hold	67,046	–	–	0.51%	37
2024 Q2	$2.82M	Hold	67,046	–	–	0.52%	37
2024 Q1	$2.7M	Hold	67,046	–	–	0.53%	36
2023 Q4	$2.44M	Hold	67,046	–	–	0.5%	38
2023 Q3	$2.18M	Hold	67,046	–	–	0.5%	38
2023 Q2	$2.27M	Hold	67,046	–	–	0.48%	36
2023 Q1	$2.07M	Hold	67,046	–	–	0.44%	39
2022 Q4	$1.91M	Hold	67,046	–	–	0.39%	40
2022 Q3	$1.8M	Hold	67,046	–	–	0.41%	38
2022 Q2	$1.9M	Buy	67,046 +34,859	+108%	+$1.08M	0.48%	38
2022 Q1	$1.11M	Buy	32,187 +2,187	+7%	+$74.5K	0.24%	68
2021 Q4	$1.1M	Hold	30,000	–	–	0.21%	76
2021 Q3	$993K	Buy	+30,000	New	+$1.02M	0.24%	67

Other funds holding XVV

UOCIM

University of Cambridge Investment Management Cambridge $93.9M AUM

SLF

Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCM

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFA

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Biltmore Family Office's XVV Position: Q1 2026 in Review

Biltmore Family Office held its iShares ESG Screened S&P 500 ETF (XVV) position steady in Q1 2026 at 56,201 shares worth $2.77M. The position accounts for 0.39% of the portfolio, ranked #54.

Biltmore Family Office first reported a position in XVV in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.97M in Q3 2024. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

Biltmore Family Office held 56,201 shares of iShares ESG Screened S&P 500 ETF worth $2.77M as of Q1 2026.
Biltmore Family Office left its iShares ESG Screened S&P 500 ETF share count unchanged in Q1 2026.
iShares ESG Screened S&P 500 ETF made up 0.39% of Biltmore Family Office's portfolio in Q1 2026, its #54 holding.
Biltmore Family Office first reported a position in iShares ESG Screened S&P 500 ETF in Q3 2021 and has held it in 19 quarters since.
Biltmore Family Office's iShares ESG Screened S&P 500 ETF position peaked at $2.97M in Q3 2024.
143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on Biltmore Family Office's 13F filing for Q1 2026, filed 11 May 2026.