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Monument Capital Management’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Monument Capital 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 		$224K Buy
+3,946
New +$218K 0.05% 243
2026
Q1 		– Sell
-4,386
Closed -$231K – 250
2025
Q4 		$231K Buy
4,386
+334
+8% +$17.4K 0.06% 199
2025
Q3 		$209K Sell
4,052
-1,351
-25% -$66.9K 0.05% 213
2025
Q2 		$258K Sell
5,403
-12
-0.2% -$527 0.07% 187
2025
Q1 		$232K Sell
5,415
-120
-2% -$5.43K 0.07% 175
2024
Q4 		$251K Buy
5,535
+973
+21% +$44.2K 0.07% 170
2024
Q3 		$202K Sell
4,562
-348
-7% -$14.8K 0.06% 191
2024
Q2 		$206K Sell
4,910
-735
-13% -$29.6K 0.06% 170
2024
Q1 		$227K Sell
5,645
-554
-9% -$21.2K 0.07% 171
2023
Q4 		$226K Sell
6,199
-1,038
-14% -$35.3K 0.07% 165
2023
Q3 		$235K Sell
7,237
-37
-0.5% -$1.25K 0.08% 150
2023
Q2 		$246K Hold
7,274
– – 0.08% 143
2023
Q1 		$225K Sell
7,274
-771
-10% -$23.1K 0.08% 138
2022
Q4 		$229K Buy
+8,045
New +$230K 0.08% 141

Other funds holding XVV

UOCIM
University of Cambridge Investment Management Cambridge $93.9M AUM
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
KeyBank National Association
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
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
NF
Napier Financial Braintree, Massachusetts $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NWP
NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Monument Capital Management's XVV Position: Q2 2026 in Review

Monument Capital Management opened a new position in iShares ESG Screened S&P 500 ETF (XVV) in Q2 2026: 3,946 shares worth $224K. The stake represents 0.05% of the portfolio and ranks #243 among its holdings. This is a return to the name: Monument Capital Management previously reported a position in XVV as recently as Q4 2025.

Monument Capital Management first reported a position in XVV in Q4 2022 and has held it in 14 quarters since. The position peaked at $258K in Q2 2025. 68 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

  • Monument Capital Management held 3,946 shares of iShares ESG Screened S&P 500 ETF worth $224K as of Q2 2026.
  • iShares ESG Screened S&P 500 ETF was a new Monument Capital Management position in Q2 2026.
  • iShares ESG Screened S&P 500 ETF made up 0.05% of Monument Capital Management's portfolio in Q2 2026, its #243 holding.
  • Monument Capital Management first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
  • Monument Capital Management's iShares ESG Screened S&P 500 ETF position peaked at $258K in Q2 2025.
  • 68 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.