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

NorthRock Partners’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 Q1	$2.33M	Buy	47,274 +9,921	+27%	+$515K	0.04%	189
2025 Q4	$1.97M	Buy	37,353 +4,001	+12%	+$209K	0.03%	192
2025 Q3	$1.72M	Buy	33,352 +846	+3%	+$41.9K	0.03%	239
2025 Q2	$1.55M	Buy	32,506 +6,346	+24%	+$279K	0.04%	166
2025 Q1	$1.12M	Sell	26,160 -781	-3%	-$35.4K	0.04%	190
2024 Q4	$1.22M	Buy	26,941 +7,176	+36%	+$326K	0.04%	180
2024 Q3	$874K	Buy	19,765 +6,720	+52%	+$286K	0.03%	233
2024 Q2	$549K	Buy	13,045 +6,770	+108%	+$272K	0.02%	319
2024 Q1	$253K	Buy	+6,275	New	+$240K	0.01%	529

Other funds holding XVV

UOCIM

University of Cambridge Investment Management Cambridge $93.9M AUM

SLF

Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCM

Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

NorthRock Partners's XVV Position: Q1 2026 in Review

NorthRock Partners increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 27% in Q1 2026, buying an estimated $515K and bringing the position to 47,274 shares worth $2.33M. The position accounts for 0.04% of the portfolio, ranked #189.

NorthRock Partners first reported a position in XVV in Q1 2024 and has held it in 9 quarters since. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

NorthRock Partners held 47,274 shares of iShares ESG Screened S&P 500 ETF worth $2.33M as of Q1 2026.
NorthRock Partners bought 9,921 iShares ESG Screened S&P 500 ETF shares in Q1 2026, an estimated $515K.
iShares ESG Screened S&P 500 ETF made up 0.04% of NorthRock Partners's portfolio in Q1 2026, its #189 holding.
NorthRock Partners first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.