MATAURO
XVV icon

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

MATAURO’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
Q3 		$210K Buy
3,602
+9
+0.3% +$523 0.03% 155
2026
Q2 		$204K Buy
+3,593
New +$199K 0.03% 152

Other funds holding XVV

University of Cambridge Investment Management
University of Cambridge Investment Management Cambridge $96.4M AUM 13.16% 1-Year Est. Return
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return
JNBA Financial Advisors
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 15.77% 1-Year Est. Return
Biltmore Family Office
Biltmore Family Office Charlotte, North Carolina $752M AUM 22.25% 1-Year Est. Return
Financial Council
Financial Council Towson, Maryland $317M AUM 19.38% 1-Year Est. Return
WestHill Financial Advisors
WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return
Tarbox Family Office
Tarbox Family Office Newport Beach, California $711M AUM 13.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Sage Mountain Advisors
Sage Mountain Advisors Atlanta, Georgia $1.69B AUM 11.4% 1-Year Est. Return

MATAURO's XVV Position: Q3 2026 in Review

MATAURO increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 0.25% in Q3 2026, buying an estimated $523 and bringing the position to 3,602 shares worth $210K. The position accounts for 0.03% of the portfolio, ranked #155.

MATAURO first reported a position in XVV in Q2 2026 and has held it in 2 quarters since. 73 funds tracked by Wall St. Rank hold XVV as of Q3 2026.

  • MATAURO held 3,602 shares of iShares ESG Screened S&P 500 ETF worth $210K as of Q3 2026.
  • MATAURO bought 9 iShares ESG Screened S&P 500 ETF shares in Q3 2026, an estimated $523.
  • iShares ESG Screened S&P 500 ETF made up 0.03% of MATAURO's portfolio in Q3 2026, its #155 holding.
  • MATAURO first reported a position in iShares ESG Screened S&P 500 ETF in Q2 2026 and has held it in 2 quarters since.
  • 73 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q3 2026.

Based on MATAURO's 13F filing for Q3 2026, filed 3 Nov 2026.