US Bancorp’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

US Bancorp’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	$234K	Hold	4,116	–	–	﹤0.01%	2016
2026 Q1	$203K	Hold	4,116	–	–	﹤0.01%	2015
2025 Q4	$217K	Buy	4,116 +726	+21%	+$37.9K	﹤0.01%	1988
2025 Q3	$175K	Hold	3,390	–	–	﹤0.01%	2080
2025 Q2	$162K	Sell	3,390 -43	-1%	-$1.89K	﹤0.01%	2166
2025 Q1	$147K	Hold	3,433	–	–	﹤0.01%	2186
2024 Q4	$156K	Hold	3,433	–	–	﹤0.01%	2159
2024 Q3	$152K	Hold	3,433	–	–	﹤0.01%	2180
2024 Q2	$144K	Buy	3,433 +2,340	+214%	+$94.2K	﹤0.01%	2167
2024 Q1	$44K	Sell	1,093 -2,051	-65%	-$78.6K	﹤0.01%	2762
2023 Q4	$114K	Sell	3,144 -6,685	-68%	-$227K	﹤0.01%	2290
2023 Q3	$319K	Sell	9,829 -695	-7%	-$23.5K	﹤0.01%	1609
2023 Q2	$356K	Hold	10,524	–	–	﹤0.01%	1577
2023 Q1	$325K	Sell	10,524 -1,400	-12%	-$41.9K	﹤0.01%	1640
2022 Q4	$339K	Hold	11,924	–	–	﹤0.01%	1595
2022 Q3	$320K	Buy	11,924 +11,720	+5,745%	+$351K	﹤0.01%	1604
2022 Q2	$6K	Hold	204	–	–	﹤0.01%	3552
2022 Q1	$7K	Hold	204	–	–	﹤0.01%	3526
2021 Q4	$7K	Buy	+204	New	+$7.23K	﹤0.01%	3560

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

US Bancorp's XVV Position: Q2 2026 in Review

US Bancorp held its iShares ESG Screened S&P 500 ETF (XVV) position steady in Q2 2026 at 4,116 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #2016.

US Bancorp first reported a position in XVV in Q4 2021 and has held it in 19 quarters since. The position peaked at $356K in Q2 2023. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

US Bancorp held 4,116 shares of iShares ESG Screened S&P 500 ETF worth $234K as of Q2 2026.
US Bancorp left its iShares ESG Screened S&P 500 ETF share count unchanged in Q2 2026.
iShares ESG Screened S&P 500 ETF made up ﹤0.01% of US Bancorp's portfolio in Q2 2026, its #2016 holding.
US Bancorp first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
US Bancorp's iShares ESG Screened S&P 500 ETF position peaked at $356K in Q2 2023.
159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on US Bancorp's 13F filing for Q2 2026, filed 12 Aug 2026.