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

The Wealth Group’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 		$349K Buy
6,149
+579
+10% +$32K 0.07% 65
2026
Q1 		$274K Buy
+5,570
New +$289K 0.06% 66

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

The Wealth Group's XVV Position: Q2 2026 in Review

The Wealth Group increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 10% in Q2 2026, buying an estimated $32K and bringing the position to 6,149 shares worth $349K. The position accounts for 0.07% of the portfolio, ranked #65.

The Wealth Group first reported a position in XVV in Q1 2026 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

  • The Wealth Group held 6,149 shares of iShares ESG Screened S&P 500 ETF worth $349K as of Q2 2026.
  • The Wealth Group bought 579 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $32K.
  • iShares ESG Screened S&P 500 ETF made up 0.07% of The Wealth Group's portfolio in Q2 2026, its #65 holding.
  • The Wealth Group first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.