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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
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 $1.76B AUM 19.57% 1-Year Est. Return
LPL Financial
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
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Morgan Stanley
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Allworth Financial's XVV Position: Q1 2026 in Review

Allworth Financial held its iShares ESG Screened S&P 500 ETF (XVV) position steady in Q1 2026 at 125 shares worth $6.15K. The position accounts for ﹤0.01% of the portfolio, ranked #3828.

Allworth Financial first reported a position in XVV in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.59K in Q4 2025. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

  • Allworth Financial held 125 shares of iShares ESG Screened S&P 500 ETF worth $6.15K as of Q1 2026.
  • Allworth Financial left its iShares ESG Screened S&P 500 ETF share count unchanged in Q1 2026.
  • iShares ESG Screened S&P 500 ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3828 holding.
  • Allworth Financial first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2025 and has held it in 2 quarters since.
  • Allworth Financial's iShares ESG Screened S&P 500 ETF position peaked at $6.59K in Q4 2025.
  • 143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.