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

Prosperity 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	$221K	Buy	+3,886	New	+$215K	0.05%	110
2025 Q4	–	Hold	0	–	–	–	106
2025 Q3	–	Hold	0	–	–	–	109

Other funds holding XVV

University of Cambridge Investment Management Cambridge $93.9M AUM

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM

Human Investing Lake Oswego, Oregon $687M AUM 17.81% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

Prosperity Planning's XVV Position: Q2 2026 in Review

Prosperity Planning opened a new position in iShares ESG Screened S&P 500 ETF (XVV) in Q2 2026: 3,886 shares worth $221K. The stake represents 0.05% of the portfolio and ranks #110 among its holdings.

32 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

Prosperity Planning held 3,886 shares of iShares ESG Screened S&P 500 ETF worth $221K as of Q2 2026.
iShares ESG Screened S&P 500 ETF was a new Prosperity Planning position in Q2 2026.
iShares ESG Screened S&P 500 ETF made up 0.05% of Prosperity Planning's portfolio in Q2 2026, its #110 holding.
32 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.