Advisory Services Network’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Advisory Services Network’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	–	Sell	-152	Closed	-$7.48K	–	4670
2026 Q1	$7.48K	Buy	+152	New	+$7.89K	﹤0.01%	3692
2025 Q4	–	Sell	-236	Closed	-$12.2K	–	4297
2025 Q3	$12.2K	Buy	+236	New	+$11.7K	﹤0.01%	3197

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

Advisory Services Network's XVV Position: Q2 2026 in Review

Advisory Services Network sold out of iShares ESG Screened S&P 500 ETF (XVV) in Q2 2026, closing a stake of 152 shares — an estimated $7.48K sold.

Advisory Services Network first reported a position in XVV in Q3 2025 and held it in 2 quarters. The position peaked at $12.2K in Q3 2025. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

Advisory Services Network reported no remaining iShares ESG Screened S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 152 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $7.48K.
Advisory Services Network first reported a position in iShares ESG Screened S&P 500 ETF in Q3 2025 and held it in 2 quarters.
Advisory Services Network's iShares ESG Screened S&P 500 ETF position peaked at $12.2K in Q3 2025.
159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.