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Spire Wealth Management’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Spire Wealth Management’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 		$20.7K Hold
365
– – ﹤0.01% 1433
2026
Q1 		$18K Hold
365
– – ﹤0.01% 1457
2025
Q4 		$19.2K Hold
365
– – ﹤0.01% 1497
2025
Q3 		$18.8K Hold
365
– – ﹤0.01% 1549
2025
Q2 		$17.4K Hold
365
– – ﹤0.01% 1561
2025
Q1 		$15.6K Hold
365
– – ﹤0.01% 1694
2024
Q4 		$16.5K Hold
365
– – ﹤0.01% 1684
2024
Q3 		$16.1K Buy
365
+25
+7% +$1.07K ﹤0.01% 1501
2024
Q2 		$14.3K Hold
340
– – ﹤0.01% 1538
2024
Q1 		$13.7K Buy
340
+52
+18% +$1.99K ﹤0.01% 1618
2023
Q4 		$10.7K Hold
288
– – ﹤0.01% 1738
2023
Q3 		$9.34K Hold
288
– – ﹤0.01% 1755
2023
Q2 		$9.74K Hold
288
– – ﹤0.01% 1824
2023
Q1 		$8.9K Buy
+288
New +$8.62K ﹤0.01% 1891

Other funds holding XVV

UOCIM
University of Cambridge Investment Management Cambridge $93.9M AUM
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
NWP
NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $192M AUM 25.8% 1-Year Est. Return

Spire Wealth Management's XVV Position: Q2 2026 in Review

Spire Wealth Management held its iShares ESG Screened S&P 500 ETF (XVV) position steady in Q2 2026 at 365 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1433.

Spire Wealth Management first reported a position in XVV in Q1 2023 and has held it in 14 quarters since. 28 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

  • Spire Wealth Management held 365 shares of iShares ESG Screened S&P 500 ETF worth $20.7K as of Q2 2026.
  • Spire Wealth Management left its iShares ESG Screened S&P 500 ETF share count unchanged in Q2 2026.
  • iShares ESG Screened S&P 500 ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1433 holding.
  • Spire Wealth Management first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
  • 28 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.