Ferguson Shapiro’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Ferguson Shapiro’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	$848K	Buy	14,936 +34	+0.2%	+$1.88K	0.25%	46
2026 Q1	$733K	Hold	14,902	–	–	0.22%	32
2025 Q4	$785K	Hold	14,902	–	–	0.24%	36
2025 Q3	$768K	Sell	14,902 -1,431	-9%	-$70.8K	0.25%	28
2025 Q2	$779K	Sell	16,333 -88	-0.5%	-$3.86K	0.26%	28
2025 Q1	$703K	Buy	16,421 +801	+5%	+$36.3K	0.26%	33
2024 Q4	$708K	Buy	15,620 +1,519	+11%	+$69.1K	0.26%	33
2024 Q3	$624K	Buy	+14,101	New	+$601K	0.23%	33

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

Ferguson Shapiro's XVV Position: Q2 2026 in Review

Ferguson Shapiro increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 0.23% in Q2 2026, buying an estimated $1.88K and bringing the position to 14,936 shares worth $848K. The position accounts for 0.25% of the portfolio, ranked #46.

Ferguson Shapiro first reported a position in XVV in Q3 2024 and has held it in 8 quarters since. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

Ferguson Shapiro held 14,936 shares of iShares ESG Screened S&P 500 ETF worth $848K as of Q2 2026.
Ferguson Shapiro bought 34 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $1.88K.
iShares ESG Screened S&P 500 ETF made up 0.25% of Ferguson Shapiro's portfolio in Q2 2026, its #46 holding.
Ferguson Shapiro first reported a position in iShares ESG Screened S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Ferguson Shapiro's 13F filing for Q2 2026, filed 9 Jul 2026.