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Archer Investment Corporation’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Archer Investment Corporation’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 		$621K Buy
10,936
+356
+3% +$19.7K 0.12% 151
2026
Q1 		$521K Buy
10,580
+10,373
+5,011% +$539K 0.11% 162
2025
Q4 		$10.9K Hold
207
– – ﹤0.01% 710
2025
Q3 		$10.7K Hold
207
– – ﹤0.01% 725
2025
Q2 		$9.87K Hold
207
– – ﹤0.01% 711
2025
Q1 		$8.86K Hold
207
– – ﹤0.01% 716
2024
Q4 		$9.38K Hold
207
– – ﹤0.01% 707
2024
Q3 		$9.15K Hold
207
– – ﹤0.01% 710
2024
Q2 		$8.71K Buy
+207
New +$8.33K ﹤0.01% 685

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $163M AUM 19.54% 1-Year Est. Return

Archer Investment Corporation's XVV Position: Q2 2026 in Review

Archer Investment Corporation increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 3.4% in Q2 2026, buying an estimated $19.7K and bringing the position to 10,936 shares worth $621K. The position accounts for 0.12% of the portfolio, ranked #151.

Archer Investment Corporation first reported a position in XVV in Q2 2024 and has held it in 9 quarters since. 130 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

  • Archer Investment Corporation held 10,936 shares of iShares ESG Screened S&P 500 ETF worth $621K as of Q2 2026.
  • Archer Investment Corporation bought 356 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $19.7K.
  • iShares ESG Screened S&P 500 ETF made up 0.12% of Archer Investment Corporation's portfolio in Q2 2026, its #151 holding.
  • Archer Investment Corporation first reported a position in iShares ESG Screened S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
  • 130 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Archer Investment Corporation's 13F filing for Q2 2026, filed 3 Aug 2026.