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 Q2	$408K	Buy	7,188 +30	+0.4%	+$1.66K	0.05%	95
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 $1.95B AUM 25.88% 1-Year Est. Return

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 Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

Ellenbecker Investment Group's XVV Position: Q2 2026 in Review

Ellenbecker Investment Group increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 0.42% in Q2 2026, buying an estimated $1.66K and bringing the position to 7,188 shares worth $408K. The position accounts for 0.05% of the portfolio, ranked #95.

Ellenbecker Investment Group first reported a position in XVV in Q4 2023 and has held it in 11 quarters since. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

Ellenbecker Investment Group held 7,188 shares of iShares ESG Screened S&P 500 ETF worth $408K as of Q2 2026.
Ellenbecker Investment Group bought 30 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $1.66K.
iShares ESG Screened S&P 500 ETF made up 0.05% of Ellenbecker Investment Group's portfolio in Q2 2026, its #95 holding.
Ellenbecker Investment Group first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Ellenbecker Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.