Grove Bank & Trust’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Grove Bank & Trust’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	$219K	Hold	3,863	–	–	0.02%	255
2026 Q1	$190K	Hold	3,863	–	–	0.02%	264
2025 Q4	$204K	Hold	3,863	–	–	0.02%	257
2025 Q3	$199K	Hold	3,863	–	–	0.02%	247
2025 Q2	$184K	Hold	3,863	–	–	0.02%	259
2025 Q1	$165K	Hold	3,863	–	–	0.02%	262
2024 Q4	$175K	Hold	3,863	–	–	0.02%	231
2024 Q3	$171K	Hold	3,863	–	–	0.03%	236
2024 Q2	$162K	Hold	3,863	–	–	0.03%	244
2024 Q1	$156K	Hold	3,863	–	–	0.03%	251
2023 Q4	$141K	Hold	3,863	–	–	0.03%	254
2023 Q3	$125K	Hold	3,863	–	–	0.03%	260
2023 Q2	$131K	Hold	3,863	–	–	0.03%	259
2023 Q1	$119K	Hold	3,863	–	–	0.03%	272
2022 Q4	$110K	Buy	+3,863	New	+$111K	0.02%	276

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

Grove Bank & Trust's XVV Position: Q2 2026 in Review

Grove Bank & Trust held its iShares ESG Screened S&P 500 ETF (XVV) position steady in Q2 2026 at 3,863 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #255.

Grove Bank & Trust first reported a position in XVV in Q4 2022 and has held it in 15 quarters since. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

Grove Bank & Trust held 3,863 shares of iShares ESG Screened S&P 500 ETF worth $219K as of Q2 2026.
Grove Bank & Trust left its iShares ESG Screened S&P 500 ETF share count unchanged in Q2 2026.
iShares ESG Screened S&P 500 ETF made up 0.02% of Grove Bank & Trust's portfolio in Q2 2026, its #255 holding.
Grove Bank & Trust first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.