Ellenbecker Investment Group’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Ellenbecker Investment Group’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	$352K	Buy	7,158 +87	+1%	+$4.52K	0.05%	94
2025 Q4	$373K	Sell	7,071 -307	-4%	-$16K	0.05%	89
2025 Q3	$380K	Buy	7,378 +87	+1%	+$4.31K	0.06%	85
2025 Q2	$348K	Buy	7,291 +72	+1%	+$3.16K	0.06%	84
2025 Q1	$309K	Buy	7,219 +44	+0.6%	+$1.99K	0.06%	87
2024 Q4	$325K	Buy	7,175 +1,197	+20%	+$54.4K	0.06%	85
2024 Q3	$264K	Buy	5,978 +37	+0.6%	+$1.58K	0.05%	96
2024 Q2	$250K	Buy	5,941 +38	+0.6%	+$1.53K	0.05%	100
2024 Q1	$238K	Buy	5,903 +120	+2%	+$4.6K	0.05%	96
2023 Q4	$210K	Buy	+5,783	New	+$197K	0.05%	95

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 $3.4B AUM 24.68% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 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

Ellenbecker Investment Group's XVV Position: Q1 2026 in Review

Ellenbecker Investment Group increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 1.2% in Q1 2026, buying an estimated $4.52K and bringing the position to 7,158 shares worth $352K. The position accounts for 0.05% of the portfolio, ranked #94.

Ellenbecker Investment Group first reported a position in XVV in Q4 2023 and has held it in 10 quarters since. The position peaked at $380K in Q3 2025. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

Ellenbecker Investment Group held 7,158 shares of iShares ESG Screened S&P 500 ETF worth $352K as of Q1 2026.
Ellenbecker Investment Group bought 87 iShares ESG Screened S&P 500 ETF shares in Q1 2026, an estimated $4.52K.
iShares ESG Screened S&P 500 ETF made up 0.05% of Ellenbecker Investment Group's portfolio in Q1 2026, its #94 holding.
Ellenbecker Investment Group first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Ellenbecker Investment Group's iShares ESG Screened S&P 500 ETF position peaked at $380K in Q3 2025.
143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on Ellenbecker Investment Group's 13F filing for Q1 2026, filed 23 Apr 2026.