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XVV icon

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

Sprinkle Financial Consultants’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 		$678K Buy
11,931
+27
+0.2% +$1.49K 0.27% 62
2026
Q1 		$586K Buy
11,904
+29
+0.2% +$1.51K 0.27% 61
2025
Q4 		$626K Buy
11,875
+35
+0.3% +$1.83K 0.32% 56
2025
Q3 		$610K Buy
11,840
+28
+0.2% +$1.39K 0.34% 54
2025
Q2 		$563K Buy
11,812
+28
+0.2% +$1.23K 0.34% 54
2025
Q1 		$504K Buy
11,784
+30
+0.3% +$1.36K 0.32% 50
2024
Q4 		$532K Buy
11,754
+36
+0.3% +$1.64K 0.36% 45
2024
Q3 		$518K Buy
11,718
+37
+0.3% +$1.58K 0.37% 45
2024
Q2 		$491K Buy
+11,681
New +$470K 0.39% 46
2024
Q1 		– Sell
-7,293
Closed -$265K – 68
2023
Q4 		$265K Buy
+7,293
New +$248K 0.27% 51

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

Sprinkle Financial Consultants's XVV Position: Q2 2026 in Review

Sprinkle Financial Consultants increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 0.23% in Q2 2026, buying an estimated $1.49K and bringing the position to 11,931 shares worth $678K. The position accounts for 0.27% of the portfolio, ranked #62.

Sprinkle Financial Consultants first reported a position in XVV in Q4 2023 and has held it in 10 quarters since. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

  • Sprinkle Financial Consultants held 11,931 shares of iShares ESG Screened S&P 500 ETF worth $678K as of Q2 2026.
  • Sprinkle Financial Consultants bought 27 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $1.49K.
  • iShares ESG Screened S&P 500 ETF made up 0.27% of Sprinkle Financial Consultants's portfolio in Q2 2026, its #62 holding.
  • Sprinkle Financial Consultants first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
  • 159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Sprinkle Financial Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.