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RHS Financial’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

RHS Financial’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 		– Sell
-8,888
Closed -$380K – 152
2025
Q1 		$380K Buy
8,888
+230
+3% +$10.4K 0.21% 86
2024
Q4 		$392K Buy
8,658
+1,474
+21% +$67K 0.2% 87
2024
Q3 		$318K Sell
7,184
-194
-3% -$8.27K 0.16% 105
2024
Q2 		$310K Sell
7,378
-416
-5% -$16.7K 0.19% 74
2024
Q1 		$314K Sell
7,794
-1,097
-12% -$42K 0.18% 86
2023
Q4 		$324K Buy
8,891
+45
+0.5% +$1.53K 0.2% 82
2023
Q3 		$287K Hold
8,846
– – 0.2% 80
2023
Q2 		$299K Buy
8,846
+12
+0.1% +$381 0.22% 76
2023
Q1 		$273K Sell
8,834
-242
-3% -$7.25K 0.21% 79
2022
Q4 		$258K Sell
9,076
-6,490
-42% -$186K 0.21% 78
2022
Q3 		$418K Buy
+15,566
New +$466K 0.37% 54

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

RHS Financial's XVV Position: Q2 2025 in Review

RHS Financial sold out of iShares ESG Screened S&P 500 ETF (XVV) in Q2 2025, closing a stake of 8,888 shares — an estimated $380K sold.

RHS Financial first reported a position in XVV in Q3 2022 and held it in 11 quarters. The position peaked at $418K in Q3 2022. 111 funds tracked by Wall St. Rank hold XVV as of Q2 2025.

  • RHS Financial reported no remaining iShares ESG Screened S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
  • RHS Financial sold 8,888 iShares ESG Screened S&P 500 ETF shares in Q2 2025, an estimated $380K.
  • RHS Financial first reported a position in iShares ESG Screened S&P 500 ETF in Q3 2022 and held it in 11 quarters.
  • RHS Financial's iShares ESG Screened S&P 500 ETF position peaked at $418K in Q3 2022.
  • 111 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2025.

Based on RHS Financial's 13F filing for Q2 2025, filed 25 Jul 2025.