VAMG
XVV icon

Voisard Asset Management Group’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Voisard Asset Management 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 		$419K Hold
7,189
– – 0.08% 72
2026
Q2 		$408K Sell
7,189
-38
-0.5% -$2.1K 0.08% 74
2026
Q1 		$356K Buy
7,227
+15
+0.2% +$779 0.08% 75
2025
Q4 		$380K Buy
+7,212
New +$377K 0.08% 69

Other funds holding XVV

SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

Voisard Asset Management Group's XVV Position: Q3 2026 in Review

Voisard Asset Management Group held its iShares ESG Screened S&P 500 ETF (XVV) position steady in Q3 2026 at 7,189 shares worth $419K. The position accounts for 0.08% of the portfolio, ranked #72.

Voisard Asset Management Group first reported a position in XVV in Q4 2025 and has held it in 4 quarters since. 18 funds tracked by Wall St. Rank hold XVV as of Q3 2026.

  • Voisard Asset Management Group held 7,189 shares of iShares ESG Screened S&P 500 ETF worth $419K as of Q3 2026.
  • Voisard Asset Management 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 0.08% of Voisard Asset Management Group's portfolio in Q3 2026, its #72 holding.
  • Voisard Asset Management Group first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2025 and has held it in 4 quarters since.
  • 18 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q3 2026.

Based on Voisard Asset Management Group's 13F filing for Q3 2026, filed 13 Oct 2026.