RMR Wealth Builders’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

RMR Wealth Builders’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	$628K	Buy	11,050 +153	+1%	+$8.46K	0.04%	174
2026 Q1	$536K	Buy	10,897 +6,461	+146%	+$336K	0.04%	168
2025 Q4	$234K	Buy	4,436 +135	+3%	+$7.05K	0.02%	256
2025 Q3	$222K	Buy	+4,301	New	+$213K	0.02%	262

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

RMR Wealth Builders's XVV Position: Q2 2026 in Review

RMR Wealth Builders increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 1.4% in Q2 2026, buying an estimated $8.46K and bringing the position to 11,050 shares worth $628K. The position accounts for 0.04% of the portfolio, ranked #174.

RMR Wealth Builders first reported a position in XVV in Q3 2025 and has held it in 4 quarters since. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

RMR Wealth Builders held 11,050 shares of iShares ESG Screened S&P 500 ETF worth $628K as of Q2 2026.
RMR Wealth Builders bought 153 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $8.46K.
iShares ESG Screened S&P 500 ETF made up 0.04% of RMR Wealth Builders's portfolio in Q2 2026, its #174 holding.
RMR Wealth Builders first reported a position in iShares ESG Screened S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.