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

Timmons Wealth Management’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 		$280K Sell
4,931
-122
-2% -$6.74K 0.2% 25
2026
Q1 		$249K Buy
5,053
+90
+2% +$4.67K 0.24% 23
2025
Q4 		$262K Buy
+4,963
New +$259K 0.26% 20

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

Timmons Wealth Management's XVV Position: Q2 2026 in Review

Timmons Wealth Management reduced its iShares ESG Screened S&P 500 ETF (XVV) stake by 2.4% in Q2 2026, selling an estimated $6.74K and leaving 4,931 shares worth $280K. The position accounts for 0.2% of the portfolio, ranked #25.

Timmons Wealth Management first reported a position in XVV in Q4 2025 and has held it in 3 quarters since. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

  • Timmons Wealth Management held 4,931 shares of iShares ESG Screened S&P 500 ETF worth $280K as of Q2 2026.
  • Timmons Wealth Management sold 122 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $6.74K.
  • iShares ESG Screened S&P 500 ETF made up 0.2% of Timmons Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Timmons Wealth Management first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Timmons Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.