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 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 $1.76B AUM 19.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCM

Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VSM Wealth Advisory's XVV Position: Q1 2026 in Review

VSM Wealth Advisory increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 0.05% in Q1 2026, buying an estimated $52 and bringing the position to 1,918 shares worth $94.4K. The position accounts for 0.03% of the portfolio, ranked #158.

VSM Wealth Advisory first reported a position in XVV in Q4 2024 and has held it in 6 quarters since. The position peaked at $101K in Q4 2025. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

VSM Wealth Advisory held 1,918 shares of iShares ESG Screened S&P 500 ETF worth $94.4K as of Q1 2026.
VSM Wealth Advisory bought 1 iShares ESG Screened S&P 500 ETF share in Q1 2026, an estimated $52.
iShares ESG Screened S&P 500 ETF made up 0.03% of VSM Wealth Advisory's portfolio in Q1 2026, its #158 holding.
VSM Wealth Advisory first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
VSM Wealth Advisory's iShares ESG Screened S&P 500 ETF position peaked at $101K in Q4 2025.
143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on VSM Wealth Advisory's 13F filing for Q1 2026, filed 6 May 2026.