The Wealth Group
XVV icon

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
Q3 		$361K Hold
6,149
– – 0.07% 66
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

University of Cambridge Investment Management
University of Cambridge Investment Management Cambridge $96.4M AUM 13.16% 1-Year Est. Return
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return
WestHill Financial Advisors
WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return
Tarbox Family Office
Tarbox Family Office Newport Beach, California $711M AUM 13.88% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Sound Stewardship
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
Human Investing
Human Investing Lake Oswego, Oregon $787M AUM 12.01% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Ferguson Shapiro
Ferguson Shapiro Decatur, Georgia $344M AUM 7.89% 1-Year Est. Return
Highland Financial Advisors
Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return

The Wealth Group's XVV Position: Q3 2026 in Review

The Wealth Group held its iShares ESG Screened S&P 500 ETF (XVV) position steady in Q3 2026 at 6,149 shares worth $361K. The position accounts for 0.07% of the portfolio, ranked #66.

The Wealth Group first reported a position in XVV in Q1 2026 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold XVV as of Q3 2026.

  • The Wealth Group held 6,149 shares of iShares ESG Screened S&P 500 ETF worth $361K as of Q3 2026.
  • The Wealth Group left its iShares ESG Screened S&P 500 ETF share count unchanged in Q3 2026.
  • iShares ESG Screened S&P 500 ETF made up 0.07% of The Wealth Group's portfolio in Q3 2026, its #66 holding.
  • The Wealth Group first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2026 and has held it in 3 quarters since.
  • 48 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.