PWM
XVV icon

Parkworth Wealth Management’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Parkworth Wealth 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
2025
Q2 		$508K Buy
10,658
+25
+0.2% +$1.1K 0.37% 42
2025
Q1 		$455K Sell
10,633
-308
-3% -$13.9K 0.36% 40
2024
Q4 		$496K Buy
+10,941
New +$497K 0.41% 37

Other funds holding XVV

SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BMD
Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return

Parkworth Wealth Management's XVV Position: Q2 2025 in Review

Parkworth Wealth Management increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 0.24% in Q2 2025, buying an estimated $1.1K and bringing the position to 10,658 shares worth $508K. The position accounts for 0.37% of the portfolio, ranked #42.

Parkworth Wealth Management first reported a position in XVV in Q4 2024 and has held it in 3 quarters since. 111 funds tracked by Wall St. Rank hold XVV as of Q2 2025.

  • Parkworth Wealth Management held 10,658 shares of iShares ESG Screened S&P 500 ETF worth $508K as of Q2 2025.
  • Parkworth Wealth Management bought 25 iShares ESG Screened S&P 500 ETF shares in Q2 2025, an estimated $1.1K.
  • iShares ESG Screened S&P 500 ETF made up 0.37% of Parkworth Wealth Management's portfolio in Q2 2025, its #42 holding.
  • Parkworth Wealth Management first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2024 and has held it in 3 quarters since.
  • 111 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.