Cedar Mountain Advisors
XVV icon

Cedar Mountain Advisors’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Cedar Mountain 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 		$117 Hold
2
– – ﹤0.01% 1138
2026
Q2 		$114 Hold
2
– – ﹤0.01% 1152
2026
Q1 		$98 Hold
2
– – ﹤0.01% 1124
2025
Q4 		$105 Hold
2
– – ﹤0.01% 709
2025
Q3 		$103 Buy
+2
New +$99 ﹤0.01% 665

Other funds holding XVV

University of Cambridge Investment Management
University of Cambridge Investment Management Cambridge $96.4M AUM 13.16% 1-Year Est. Return
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return
WestHill Financial Advisors
WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return
Tarbox Family Office
Tarbox Family Office Newport Beach, California $711M AUM 13.88% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Sound Stewardship
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
Human Investing
Human Investing Lake Oswego, Oregon $787M AUM 12.01% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Ferguson Shapiro
Ferguson Shapiro Decatur, Georgia $344M AUM 7.89% 1-Year Est. Return
Highland Financial Advisors
Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return

Cedar Mountain Advisors's XVV Position: Q3 2026 in Review

Cedar Mountain Advisors held its iShares ESG Screened S&P 500 ETF (XVV) position steady in Q3 2026 at 2 shares worth $117. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

Cedar Mountain Advisors first reported a position in XVV in Q3 2025 and has held it in 5 quarters since. 44 funds tracked by Wall St. Rank hold XVV as of Q3 2026.

  • Cedar Mountain Advisors held 2 shares of iShares ESG Screened S&P 500 ETF worth $117 as of Q3 2026.
  • Cedar Mountain 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 ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #1138 holding.
  • Cedar Mountain Advisors first reported a position in iShares ESG Screened S&P 500 ETF in Q3 2025 and has held it in 5 quarters since.
  • 44 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.