PFA
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Pettinga Financial Advisors’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Pettinga Financial Advisors’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
Q3 		$400K Hold
6,867
– – 0.07% 112
2026
Q2 		$390K Hold
6,867
– – 0.06% 108
2026
Q1 		$338K Hold
6,867
– – 0.06% 113
2025
Q4 		$362K Sell
6,867
-1,296
-16% -$67.7K 0.07% 104
2025
Q3 		$421K Buy
+8,163
New +$404K 0.08% 102

Other funds holding XVV

SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

Pettinga Financial Advisors's XVV Position: Q3 2026 in Review

Pettinga Financial Advisors held its iShares ESG Screened S&P 500 ETF (XVV) position steady in Q3 2026 at 6,867 shares worth $400K. The position accounts for 0.07% of the portfolio, ranked #112.

Pettinga Financial Advisors first reported a position in XVV in Q3 2025 and has held it in 5 quarters since. The position peaked at $421K in Q3 2025. 18 funds tracked by Wall St. Rank hold XVV as of Q3 2026.

  • Pettinga Financial Advisors held 6,867 shares of iShares ESG Screened S&P 500 ETF worth $400K as of Q3 2026.
  • Pettinga Financial Advisors left its iShares ESG Screened S&P 500 ETF share count unchanged in Q3 2026.
  • iShares ESG Screened S&P 500 ETF made up 0.07% of Pettinga Financial Advisors's portfolio in Q3 2026, its #112 holding.
  • Pettinga Financial Advisors first reported a position in iShares ESG Screened S&P 500 ETF in Q3 2025 and has held it in 5 quarters since.
  • Pettinga Financial Advisors's iShares ESG Screened S&P 500 ETF position peaked at $421K in Q3 2025.
  • 18 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q3 2026.

Based on Pettinga Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.