Fort Vancouver Investment Management’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Fort Vancouver Investment Management’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	$13.7K	Hold	241	–	–	0.01%	47
2026 Q1	$11.9K	Hold	241	–	–	0.01%	46
2025 Q4	$12.7K	Hold	241	–	–	0.01%	42
2025 Q3	$12.4K	Hold	241	–	–	0.01%	41
2025 Q2	$11.5K	Hold	241	–	–	0.01%	42
2025 Q1	$10.3K	Hold	241	–	–	0.01%	49
2024 Q4	$10.9K	Buy	241 +42	+21%	+$1.91K	0.01%	41
2024 Q3	$8.8K	Buy	199 +94	+90%	+$4.01K	0.01%	44
2024 Q2	$4.42K	Buy	+105	New	+$4.22K	﹤0.01%	45

Other funds holding XVV

UOCIM

University of Cambridge Investment Management Cambridge $93.9M AUM

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

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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

GAM

Gould Asset Management Claremont, California $635M AUM 14.36% 1-Year Est. Return

Fort Vancouver Investment Management's XVV Position: Q2 2026 in Review

Fort Vancouver Investment Management held its iShares ESG Screened S&P 500 ETF (XVV) position steady in Q2 2026 at 241 shares worth $13.7K. The position accounts for 0.01% of the portfolio, ranked #47.

Fort Vancouver Investment Management first reported a position in XVV in Q2 2024 and has held it in 9 quarters since. 99 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

Fort Vancouver Investment Management held 241 shares of iShares ESG Screened S&P 500 ETF worth $13.7K as of Q2 2026.
Fort Vancouver Investment Management left its iShares ESG Screened S&P 500 ETF share count unchanged in Q2 2026.
iShares ESG Screened S&P 500 ETF made up 0.01% of Fort Vancouver Investment Management's portfolio in Q2 2026, its #47 holding.
Fort Vancouver Investment Management first reported a position in iShares ESG Screened S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
99 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Fort Vancouver Investment Management's 13F filing for Q2 2026, filed 30 Jul 2026.