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

Allworth Financial’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
-125
Closed -$6.15K – 5433
2026
Q1 		$6.15K Hold
125
– – ﹤0.01% 3828
2025
Q4 		$6.59K Buy
+125
New +$6.53K ﹤0.01% 3545

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
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

Allworth Financial's XVV Position: Q2 2026 in Review

Allworth Financial sold out of iShares ESG Screened S&P 500 ETF (XVV) in Q2 2026, closing a stake of 125 shares — an estimated $6.15K sold.

Allworth Financial first reported a position in XVV in Q4 2025 and held it in 2 quarters. The position peaked at $6.59K in Q4 2025. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

  • Allworth Financial reported no remaining iShares ESG Screened S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • Allworth Financial sold 125 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $6.15K.
  • Allworth Financial first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2025 and held it in 2 quarters.
  • Allworth Financial's iShares ESG Screened S&P 500 ETF position peaked at $6.59K in Q4 2025.
  • 159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.