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

StrongBox Wealth’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	$79.2K	Buy	+1,395	New	+$77.1K	0.02%	139

Other funds holding XVV

University of Cambridge Investment Management Cambridge $93.9M AUM

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Human Investing Lake Oswego, Oregon $771M AUM 18.84% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM

StrongBox Wealth's XVV Position: Q2 2026 in Review

StrongBox Wealth opened a new position in iShares ESG Screened S&P 500 ETF (XVV) in Q2 2026: 1,395 shares worth $79.2K. The stake represents 0.02% of the portfolio and ranks #139 among its holdings.

48 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

StrongBox Wealth held 1,395 shares of iShares ESG Screened S&P 500 ETF worth $79.2K as of Q2 2026.
iShares ESG Screened S&P 500 ETF was a new StrongBox Wealth position in Q2 2026.
iShares ESG Screened S&P 500 ETF made up 0.02% of StrongBox Wealth's portfolio in Q2 2026, its #139 holding.
48 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.