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Tribridge Partners Financial’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Tribridge Partners Financial’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 		$546K Buy
9,681
+47
+0.5% +$2.6K 0.21% 36
2026
Q1 		$479K Hold
9,634
– – 0.2% 36
2025
Q4 		$508K Buy
9,634
+384
+4% +$20.1K 0.21% 30
2025
Q3 		$478K Hold
9,250
– – 0.22% 31
2025
Q2 		$441K Buy
+9,250
New +$406K 0.26% 32

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

Tribridge Partners Financial's XVV Position: Q2 2026 in Review

Tribridge Partners Financial increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 0.49% in Q2 2026, buying an estimated $2.6K and bringing the position to 9,681 shares worth $546K. The position accounts for 0.21% of the portfolio, ranked #36.

Tribridge Partners Financial first reported a position in XVV in Q2 2025 and has held it in 5 quarters since. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

  • Tribridge Partners Financial held 9,681 shares of iShares ESG Screened S&P 500 ETF worth $546K as of Q2 2026.
  • Tribridge Partners Financial bought 47 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $2.6K.
  • iShares ESG Screened S&P 500 ETF made up 0.21% of Tribridge Partners Financial's portfolio in Q2 2026, its #36 holding.
  • Tribridge Partners Financial first reported a position in iShares ESG Screened S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
  • 159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Tribridge Partners Financial's 13F filing for Q2 2026, filed 4 Aug 2026.