Tarbox Family Office’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Tarbox Family Office’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	$1.56M	Buy	27,445 +12,242	+81%	+$677K	0.22%	35
2026 Q1	$748K	Buy	15,203 +1,022	+7%	+$53.1K	0.12%	46
2025 Q4	$747K	Sell	14,181 -121	-0.8%	-$6.32K	0.12%	52
2025 Q3	$737K	Buy	14,302 +4	+0%	+$198	0.11%	56
2025 Q2	$682K	Sell	14,298 -7,859	-35%	-$345K	0.1%	57
2025 Q1	$948K	Buy	22,157 +3,509	+19%	+$159K	0.16%	39
2024 Q4	$845K	Sell	18,648 -376	-2%	-$17.1K	0.14%	43
2024 Q3	$841K	Buy	19,024 +4,422	+30%	+$188K	0.14%	45
2024 Q2	$614K	Buy	14,602 +496	+4%	+$20K	0.11%	54
2024 Q1	$568K	Buy	14,106 +1,021	+8%	+$39.1K	0.1%	60
2023 Q4	$476K	Sell	13,085 -913	-7%	-$31K	0.09%	59
2023 Q3	$454K	Buy	+13,998	New	+$474K	0.09%	62

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 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 Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

Tarbox Family Office's XVV Position: Q2 2026 in Review

Tarbox Family Office increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 81% in Q2 2026, buying an estimated $677K and bringing the position to 27,445 shares worth $1.56M. The position accounts for 0.22% of the portfolio, ranked #35.

Tarbox Family Office first reported a position in XVV in Q3 2023 and has held it in 12 quarters since. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

Tarbox Family Office held 27,445 shares of iShares ESG Screened S&P 500 ETF worth $1.56M as of Q2 2026.
Tarbox Family Office bought 12,242 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $677K.
iShares ESG Screened S&P 500 ETF made up 0.22% of Tarbox Family Office's portfolio in Q2 2026, its #35 holding.
Tarbox Family Office first reported a position in iShares ESG Screened S&P 500 ETF in Q3 2023 and has held it in 12 quarters since.
159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Tarbox Family Office's 13F filing for Q2 2026, filed 3 Aug 2026.