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Colton Groome Financial Advisors’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Colton Groome Financial 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 		$691K Hold
11,845
– – 0.16% 78
2026
Q2 		$673K Sell
11,845
-1,970
-14% -$109K 0.16% 81
2026
Q1 		$680K Buy
13,815
+3,310
+32% +$172K 0.19% 69
2025
Q4 		$554K Buy
10,505
+665
+7% +$34.7K 0.16% 81
2025
Q3 		$507K Buy
9,840
+1,210
+14% +$59.9K 0.16% 80
2025
Q2 		$412K Sell
8,630
-25
-0.3% -$1.1K 0.14% 89
2025
Q1 		$369K Buy
8,655
+2,305
+36% +$104K 0.14% 87
2024
Q4 		$288K Sell
6,350
-165
-3% -$7.5K 0.11% 100
2024
Q3 		$288K Buy
6,515
+1,645
+34% +$70.1K 0.11% 108
2024
Q2 		$205K Buy
+4,870
New +$196K 0.08% 120

Other funds holding XVV

SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 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
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

Colton Groome Financial Advisors's XVV Position: Q3 2026 in Review

Colton Groome Financial Advisors held its iShares ESG Screened S&P 500 ETF (XVV) position steady in Q3 2026 at 11,845 shares worth $691K. The position accounts for 0.16% of the portfolio, ranked #78.

Colton Groome Financial Advisors first reported a position in XVV in Q2 2024 and has held it in 10 quarters since. 18 funds tracked by Wall St. Rank hold XVV as of Q3 2026.

  • Colton Groome Financial Advisors held 11,845 shares of iShares ESG Screened S&P 500 ETF worth $691K as of Q3 2026.
  • Colton Groome Financial 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 0.16% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #78 holding.
  • Colton Groome Financial Advisors first reported a position in iShares ESG Screened S&P 500 ETF in Q2 2024 and has held it in 10 quarters since.
  • 18 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.