Redwood Park Advisors’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Redwood Park 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 Q2	$94.2K	Buy	1,658 +3	+0.2%	+$166	0.06%	76
2026 Q1	$81.4K	Buy	1,655 +4	+0.2%	+$208	0.05%	75
2025 Q4	$87K	Buy	1,651 +5	+0.3%	+$261	0.06%	74
2025 Q3	$84.8K	Buy	1,646 +4	+0.2%	+$198	0.06%	76
2025 Q2	$78.3K	Buy	1,642 +266	+19%	+$11.7K	0.05%	77
2025 Q1	$58.9K	Buy	1,376 +293	+27%	+$13.3K	0.05%	84
2024 Q4	$49.1K	Buy	+1,083	New	+$49.2K	0.03%	101

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

Redwood Park Advisors's XVV Position: Q2 2026 in Review

Redwood Park Advisors increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 0.18% in Q2 2026, buying an estimated $166 and bringing the position to 1,658 shares worth $94.2K. The position accounts for 0.06% of the portfolio, ranked #76.

Redwood Park Advisors first reported a position in XVV in Q4 2024 and has held it in 7 quarters since. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

Redwood Park Advisors held 1,658 shares of iShares ESG Screened S&P 500 ETF worth $94.2K as of Q2 2026.
Redwood Park Advisors bought 3 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $166.
iShares ESG Screened S&P 500 ETF made up 0.06% of Redwood Park Advisors's portfolio in Q2 2026, its #76 holding.
Redwood Park Advisors first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Redwood Park Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.