RMR Wealth Builders
XVV icon

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
Q3 		$658K Buy
11,289
+239
+2% +$13.9K 0.04% 163
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

University of Cambridge Investment Management
University of Cambridge Investment Management Cambridge $96.4M AUM 13.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return
JNBA Financial Advisors
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 15.77% 1-Year Est. Return
Biltmore Family Office
Biltmore Family Office Charlotte, North Carolina $752M AUM 22.25% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Gould Asset Management
Gould Asset Management Claremont, California $616M AUM 8.13% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

RMR Wealth Builders's XVV Position: Q3 2026 in Review

RMR Wealth Builders increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 2.2% in Q3 2026, buying an estimated $13.9K and bringing the position to 11,289 shares worth $658K. The position accounts for 0.04% of the portfolio, ranked #163.

RMR Wealth Builders first reported a position in XVV in Q3 2025 and has held it in 5 quarters since. 88 funds tracked by Wall St. Rank hold XVV as of Q3 2026.

  • RMR Wealth Builders held 11,289 shares of iShares ESG Screened S&P 500 ETF worth $658K as of Q3 2026.
  • RMR Wealth Builders bought 239 iShares ESG Screened S&P 500 ETF shares in Q3 2026, an estimated $13.9K.
  • iShares ESG Screened S&P 500 ETF made up 0.04% of RMR Wealth Builders's portfolio in Q3 2026, its #163 holding.
  • RMR Wealth Builders first reported a position in iShares ESG Screened S&P 500 ETF in Q3 2025 and has held it in 5 quarters since.
  • 88 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.