Mogy Joel R Investment Counsel’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Mogy Joel R Investment Counsel’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	$180K	Sell	3,175 -175	-5%	-$9.67K	0.01%	104
2026 Q1	$165K	Hold	3,350	–	–	0.01%	97
2025 Q4	$177K	Hold	3,350	–	–	0.01%	98
2025 Q3	$173K	Hold	3,350	–	–	0.01%	99
2025 Q2	$160K	Hold	3,350	–	–	0.01%	98
2025 Q1	$143K	Buy	3,350 +125	+4%	+$5.66K	0.01%	96
2024 Q4	$146K	Hold	3,225	–	–	0.01%	98
2024 Q3	$143K	Sell	3,225 -125	-4%	-$5.33K	0.01%	101
2024 Q2	$141K	Hold	3,350	–	–	0.01%	97
2024 Q1	$135K	Buy	+3,350	New	+$128K	0.01%	103

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

Mogy Joel R Investment Counsel's XVV Position: Q2 2026 in Review

Mogy Joel R Investment Counsel reduced its iShares ESG Screened S&P 500 ETF (XVV) stake by 5.2% in Q2 2026, selling an estimated $9.67K and leaving 3,175 shares worth $180K. The position accounts for 0.01% of the portfolio, ranked #104.

Mogy Joel R Investment Counsel first reported a position in XVV in Q1 2024 and has held it in 10 quarters since. 99 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

Mogy Joel R Investment Counsel held 3,175 shares of iShares ESG Screened S&P 500 ETF worth $180K as of Q2 2026.
Mogy Joel R Investment Counsel sold 175 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $9.67K.
iShares ESG Screened S&P 500 ETF made up 0.01% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #104 holding.
Mogy Joel R Investment Counsel first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
99 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.