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

Archer Investment 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
Q2 		$239K Sell
4,208
-14
-0.3% -$774 0.08% 99
2026
Q1 		$208K Sell
4,222
-11,687
-73% -$607K 0.09% 104
2025
Q4 		$838K Sell
15,909
-2,049
-11% -$107K 0.45% 59
2025
Q3 		$925K Buy
17,958
+2,615
+17% +$129K 0.57% 34
2025
Q2 		$732K Sell
15,343
-3,137
-17% -$138K 0.53% 30
2025
Q1 		$791K Sell
18,480
-11,365
-38% -$515K 0.55% 32
2024
Q4 		$1.35M Buy
+29,845
New +$1.36M 0.83% 25

Other funds holding XVV

UOCIM
University of Cambridge Investment Management Cambridge $93.9M AUM
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
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
NF
Napier Financial Braintree, Massachusetts $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NWP
NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

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

Archer Investment Management reduced its iShares ESG Screened S&P 500 ETF (XVV) stake by 0.33% in Q2 2026, selling an estimated $774 and leaving 4,208 shares worth $239K. The position accounts for 0.08% of the portfolio, ranked #99.

Archer Investment Management first reported a position in XVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.35M in Q4 2024. 68 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

  • Archer Investment Management held 4,208 shares of iShares ESG Screened S&P 500 ETF worth $239K as of Q2 2026.
  • Archer Investment Management sold 14 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $774.
  • iShares ESG Screened S&P 500 ETF made up 0.08% of Archer Investment Management's portfolio in Q2 2026, its #99 holding.
  • Archer Investment Management first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • Archer Investment Management's iShares ESG Screened S&P 500 ETF position peaked at $1.35M in Q4 2024.
  • 68 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Archer Investment Management's 13F filing for Q2 2026, filed 7 Jul 2026.