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Wharton Business Group’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Wharton Business 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
Q2 		$4.31M Sell
75,920
-520
-0.7% -$28.7K 0.14% 61
2026
Q1 		$3.76M Hold
76,440
– – 0.14% 61
2025
Q4 		$4.03M Hold
76,440
– – 0.15% 60
2025
Q3 		$3.94M Hold
76,440
– – 0.17% 59
2025
Q2 		$3.65M Buy
76,440
+885
+1% +$38.9K 0.15% 61
2025
Q1 		$3.23M Sell
75,555
-7,645
-9% -$346K 0.15% 60
2024
Q4 		$3.77M Sell
83,200
-3,200
-4% -$145K 0.17% 58
2024
Q3 		$3.82M Hold
86,400
– – 0.17% 62
2024
Q2 		$3.63M Hold
86,400
– – 0.19% 60
2024
Q1 		$3.48M Sell
86,400
-2,790
-3% -$107K 0.17% 61
2023
Q4 		$3.25M Hold
89,190
– – 0.16% 60
2023
Q3 		$2.89M Buy
89,190
+5,170
+6% +$175K 0.16% 64
2023
Q2 		$2.84M Buy
84,020
+325
+0.4% +$10.3K 0.19% 55
2023
Q1 		$2.58M Buy
83,695
+3,035
+4% +$90.9K 0.16% 60
2022
Q4 		$2.29M Buy
80,660
+6,245
+8% +$179K 0.13% 64
2022
Q3 		$2M Buy
74,415
+7,775
+12% +$233K 0.14% 61
2022
Q2 		$1.89M Buy
66,640
+2,490
+4% +$76.8K 0.13% 60
2022
Q1 		$2.21M Hold
64,150
– – 0.13% 56
2021
Q4 		$2.36M Sell
64,150
-1,425
-2% -$50.5K 0.15% 53
2021
Q3 		$2.17M Buy
65,575
+7,565
+13% +$257K 0.22% 30
2021
Q2 		$1.91M Buy
58,010
+32,475
+127% +$1.04M 0.15% 48
2021
Q1 		$775K Buy
+25,535
New +$753K 0.06% 63

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
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
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wharton Business Group's XVV Position: Q2 2026 in Review

Wharton Business Group reduced its iShares ESG Screened S&P 500 ETF (XVV) stake by 0.68% in Q2 2026, selling an estimated $28.7K and leaving 75,920 shares worth $4.31M. The position accounts for 0.14% of the portfolio, ranked #61.

Wharton Business Group first reported a position in XVV in Q1 2021 and has held it in 22 quarters since. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

  • Wharton Business Group held 75,920 shares of iShares ESG Screened S&P 500 ETF worth $4.31M as of Q2 2026.
  • Wharton Business Group sold 520 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $28.7K.
  • iShares ESG Screened S&P 500 ETF made up 0.14% of Wharton Business Group's portfolio in Q2 2026, its #61 holding.
  • Wharton Business Group first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2021 and has held it in 22 quarters since.
  • 159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Wharton Business Group's 13F filing for Q2 2026, filed 10 Aug 2026.