Apollon Wealth Management’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Apollon Wealth Management’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	$1,000K	Sell	20,310 -8,516	-30%	-$442K	0.02%	608
2025 Q4	$1.52M	Sell	28,826 -254	-0.9%	-$13.3K	0.03%	437
2025 Q3	$1.5M	Sell	29,080 -366	-1%	-$18.1K	0.03%	454
2025 Q2	$1.4M	Sell	29,446 -690	-2%	-$30.3K	0.03%	451
2025 Q1	$1.29M	Buy	30,136 +2,035	+7%	+$92.1K	0.03%	432
2024 Q4	$1.27M	Buy	+28,101	New	+$1.28M	0.03%	441

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 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 Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Apollon Wealth Management's XVV Position: Q1 2026 in Review

Apollon Wealth Management reduced its iShares ESG Screened S&P 500 ETF (XVV) stake by 30% in Q1 2026, selling an estimated $442K and leaving 20,310 shares worth $1,000K. The position accounts for 0.02% of the portfolio, ranked #608.

Apollon Wealth Management first reported a position in XVV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.52M in Q4 2025. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

Apollon Wealth Management held 20,310 shares of iShares ESG Screened S&P 500 ETF worth $1,000K as of Q1 2026.
Apollon Wealth Management sold 8,516 iShares ESG Screened S&P 500 ETF shares in Q1 2026, an estimated $442K.
iShares ESG Screened S&P 500 ETF made up 0.02% of Apollon Wealth Management's portfolio in Q1 2026, its #608 holding.
Apollon Wealth Management first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
Apollon Wealth Management's iShares ESG Screened S&P 500 ETF position peaked at $1.52M in Q4 2025.
143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.