WestHill Financial Advisors’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

WestHill Financial Advisors’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	$1.61M	Buy	+27,623	New	+$1.6M	0.27%	26

Other funds holding XVV

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return

Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

SFM LLC Manchester, New Hampshire $199M AUM 11.66% 1-Year Est. Return

Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

WestHill Financial Advisors's XVV Position: Q3 2026 in Review

WestHill Financial Advisors opened a new position in iShares ESG Screened S&P 500 ETF (XVV) in Q3 2026: 27,623 shares worth $1.61M. The stake represents 0.27% of the portfolio and ranks #26 among its holdings.

21 funds tracked by Wall St. Rank hold XVV as of Q3 2026.

WestHill Financial Advisors held 27,623 shares of iShares ESG Screened S&P 500 ETF worth $1.61M as of Q3 2026.
iShares ESG Screened S&P 500 ETF was a new WestHill Financial Advisors position in Q3 2026.
iShares ESG Screened S&P 500 ETF made up 0.27% of WestHill Financial Advisors's portfolio in Q3 2026, its #26 holding.
21 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q3 2026.

Based on WestHill Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.