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Armor Investment Advisors’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Armor Investment Advisors’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 		$289K Buy
5,875
+72
+1% +$3.74K 0.1% 84
2025
Q4 		$306K Sell
5,803
-1,169
-17% -$61K 0.11% 79
2025
Q3 		$359K Buy
6,972
+268
+4% +$13.3K 0.11% 81
2025
Q2 		$320K Hold
6,704
– – 0.12% 82
2025
Q1 		$287K Hold
6,704
– – 0.12% 85
2024
Q4 		$304K Hold
6,704
– – 0.12% 83
2024
Q3 		$296K Buy
6,704
+20
+0.3% +$852 0.12% 87
2024
Q2 		$281K Sell
6,684
-4,654
-41% -$187K 0.13% 85
2024
Q1 		$457K Sell
11,338
-36
-0.3% -$1.38K 0.22% 75
2023
Q4 		$414K Buy
11,374
+152
+1% +$5.17K 0.22% 78
2023
Q3 		$364K Sell
11,222
-500
-4% -$16.9K 0.22% 78
2023
Q2 		$396K Sell
11,722
-940
-7% -$29.8K 0.24% 75
2023
Q1 		$391K Hold
12,662
– – 0.22% 83
2022
Q4 		$360K Buy
12,662
+3,954
+45% +$113K 0.22% 87
2022
Q3 		$234K Buy
8,708
+25
+0.3% +$749 0.16% 101
2022
Q2 		$247K Sell
8,683
-35
-0.4% -$1.08K 0.16% 100
2022
Q1 		$300K Buy
8,718
+203
+2% +$6.91K 0.17% 99
2021
Q4 		$313K Buy
8,515
+1,281
+18% +$45.4K 0.18% 101
2021
Q3 		$240K Buy
+7,234
New +$246K 0.15% 107

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 $30.4B AUM 27.51% 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 $1.32B AUM 24.95% 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

Armor Investment Advisors's XVV Position: Q1 2026 in Review

Armor Investment Advisors increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 1.2% in Q1 2026, buying an estimated $3.74K and bringing the position to 5,875 shares worth $289K. The position accounts for 0.1% of the portfolio, ranked #84.

Armor Investment Advisors first reported a position in XVV in Q3 2021 and has held it in 19 quarters since. The position peaked at $457K in Q1 2024. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

  • Armor Investment Advisors held 5,875 shares of iShares ESG Screened S&P 500 ETF worth $289K as of Q1 2026.
  • Armor Investment Advisors bought 72 iShares ESG Screened S&P 500 ETF shares in Q1 2026, an estimated $3.74K.
  • iShares ESG Screened S&P 500 ETF made up 0.1% of Armor Investment Advisors's portfolio in Q1 2026, its #84 holding.
  • Armor Investment Advisors first reported a position in iShares ESG Screened S&P 500 ETF in Q3 2021 and has held it in 19 quarters since.
  • Armor Investment Advisors's iShares ESG Screened S&P 500 ETF position peaked at $457K in Q1 2024.
  • 143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on Armor Investment Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.