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 Q2	$2.71M	Buy	47,634 +360	+0.8%	+$19.9K	0.04%	183
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 $1.95B 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

NorthRock Partners's XVV Position: Q2 2026 in Review

NorthRock Partners increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 0.76% in Q2 2026, buying an estimated $19.9K and bringing the position to 47,634 shares worth $2.71M. The position accounts for 0.04% of the portfolio, ranked #183.

NorthRock Partners first reported a position in XVV in Q1 2024 and has held it in 10 quarters since. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

NorthRock Partners held 47,634 shares of iShares ESG Screened S&P 500 ETF worth $2.71M as of Q2 2026.
NorthRock Partners bought 360 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $19.9K.
iShares ESG Screened S&P 500 ETF made up 0.04% of NorthRock Partners's portfolio in Q2 2026, its #183 holding.
NorthRock Partners first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.