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XVV icon

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

Rossby 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
2026
Q2 		$27.7K Buy
488
+8
+2% +$442 0.01% 872
2026
Q1 		$23.9K Buy
480
+395
+465% +$20.5K ﹤0.01% 945
2025
Q4 		$4.48K Hold
85
– – ﹤0.01% 1135
2025
Q3 		$4.4K Buy
+85
New +$4.21K ﹤0.01% 1006

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
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
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Franklin Resources
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

Rossby Financial's XVV Position: Q2 2026 in Review

Rossby Financial increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 1.7% in Q2 2026, buying an estimated $442 and bringing the position to 488 shares worth $27.7K. The position accounts for 0.01% of the portfolio, ranked #872.

Rossby Financial 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.

  • Rossby Financial held 488 shares of iShares ESG Screened S&P 500 ETF worth $27.7K as of Q2 2026.
  • Rossby Financial bought 8 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $442.
  • iShares ESG Screened S&P 500 ETF made up 0.01% of Rossby Financial's portfolio in Q2 2026, its #872 holding.
  • Rossby Financial 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 Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.