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

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

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.