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Future You Wealth’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Future You Wealth’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
2025
Q2 		$921K Sell
19,319
-3,062
-14% -$134K 0.5% 25
2025
Q1 		$958K Buy
22,381
+2,061
+10% +$93.3K 0.61% 20
2024
Q4 		$920K Buy
+20,320
New +$924K 0.65% 20

Other funds holding XVV

SLF
Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BMD
Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
APW
Atlantic Private Wealth Chapel Hill, North Carolina $163M AUM 19.54% 1-Year Est. Return

Future You Wealth's XVV Position: Q2 2025 in Review

Future You Wealth reduced its iShares ESG Screened S&P 500 ETF (XVV) stake by 14% in Q2 2025, selling an estimated $134K and leaving 19,319 shares worth $921K. The position accounts for 0.5% of the portfolio, ranked #25.

Future You Wealth first reported a position in XVV in Q4 2024 and has held it in 3 quarters since. The position peaked at $958K in Q1 2025. 111 funds tracked by Wall St. Rank hold XVV as of Q2 2025.

  • Future You Wealth held 19,319 shares of iShares ESG Screened S&P 500 ETF worth $921K as of Q2 2025.
  • Future You Wealth sold 3,062 iShares ESG Screened S&P 500 ETF shares in Q2 2025, an estimated $134K.
  • iShares ESG Screened S&P 500 ETF made up 0.5% of Future You Wealth's portfolio in Q2 2025, its #25 holding.
  • Future You Wealth first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2024 and has held it in 3 quarters since.
  • Future You Wealth's iShares ESG Screened S&P 500 ETF position peaked at $958K in Q1 2025.
  • 111 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2025.

Based on Future You Wealth's 13F filing for Q2 2025, filed 31 Jul 2025.