Elwood & Goetz Wealth Advisory Group’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Elwood & Goetz Wealth Advisory 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	$353K	Buy	6,220 +1,135	+22%	+$62.7K	0.05%	107
2026 Q1	$250K	Sell	5,085 -453	-8%	-$23.5K	0.04%	123
2025 Q4	$292K	Hold	5,538	–	–	0.05%	108
2025 Q3	$285K	Sell	5,538 -407	-7%	-$20.1K	0.05%	102
2025 Q2	$284K	Buy	5,945 +174	+3%	+$7.64K	0.06%	92
2025 Q1	$247K	Sell	5,771 -302	-5%	-$13.7K	0.06%	86
2024 Q4	$275K	Buy	6,073 +303	+5%	+$13.8K	0.07%	80
2024 Q3	$255K	Hold	5,770	–	–	0.06%	83
2024 Q2	$243K	Buy	+5,770	New	+$232K	0.07%	69
2023 Q1	–	Sell	-7,875	Closed	-$224K	–	69
2022 Q4	$224K	Buy	+7,875	New	+$226K	0.07%	61

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

Elwood & Goetz Wealth Advisory Group's XVV Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 22% in Q2 2026, buying an estimated $62.7K and bringing the position to 6,220 shares worth $353K. The position accounts for 0.05% of the portfolio, ranked #107.

Elwood & Goetz Wealth Advisory Group first reported a position in XVV in Q4 2022 and has held it in 10 quarters since. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 6,220 shares of iShares ESG Screened S&P 500 ETF worth $353K as of Q2 2026.
Elwood & Goetz Wealth Advisory Group bought 1,135 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $62.7K.
iShares ESG Screened S&P 500 ETF made up 0.05% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #107 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2022 and has held it in 10 quarters since.
159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.