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Peak Retirement Planning’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Peak Retirement Planning’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 		$391K Buy
6,885
+1,975
+40% +$109K 0.06% 116
2026
Q1 		$242K Buy
+4,910
New +$255K 0.05% 135

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
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
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Franklin Resources
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

Peak Retirement Planning's XVV Position: Q2 2026 in Review

Peak Retirement Planning increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 40% in Q2 2026, buying an estimated $109K and bringing the position to 6,885 shares worth $391K. The position accounts for 0.06% of the portfolio, ranked #116.

Peak Retirement Planning first reported a position in XVV in Q1 2026 and has held it in 2 quarters since. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

  • Peak Retirement Planning held 6,885 shares of iShares ESG Screened S&P 500 ETF worth $391K as of Q2 2026.
  • Peak Retirement Planning bought 1,975 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $109K.
  • iShares ESG Screened S&P 500 ETF made up 0.06% of Peak Retirement Planning's portfolio in Q2 2026, its #116 holding.
  • Peak Retirement Planning first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
  • 159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.