VSM Wealth Advisory’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

VSM Wealth Advisory’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	$109K	Hold	1,918	–	–	0.03%	153
2026 Q1	$94.4K	Buy	1,918 +1	+0.1%	+$52	0.03%	158
2025 Q4	$101K	Sell	1,917 -19	-1%	-$992	0.03%	140
2025 Q3	$99.7K	Buy	1,936 +5	+0.3%	+$248	0.03%	131
2025 Q2	$92.1K	Buy	1,931 +235	+14%	+$10.3K	0.03%	145
2025 Q1	$72.6K	Buy	1,696 +353	+26%	+$16K	0.03%	158
2024 Q4	$60.8K	Buy	+1,343	New	+$61.1K	0.02%	178

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

VSM Wealth Advisory's XVV Position: Q2 2026 in Review

VSM Wealth Advisory held its iShares ESG Screened S&P 500 ETF (XVV) position steady in Q2 2026 at 1,918 shares worth $109K. The position accounts for 0.03% of the portfolio, ranked #153.

VSM Wealth Advisory first reported a position in XVV in Q4 2024 and has held it in 7 quarters since. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

VSM Wealth Advisory held 1,918 shares of iShares ESG Screened S&P 500 ETF worth $109K as of Q2 2026.
VSM Wealth Advisory left its iShares ESG Screened S&P 500 ETF share count unchanged in Q2 2026.
iShares ESG Screened S&P 500 ETF made up 0.03% of VSM Wealth Advisory's portfolio in Q2 2026, its #153 holding.
VSM Wealth Advisory first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.