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Ashton Thomas Private Wealth’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Ashton Thomas Private Wealth’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 		$89K Hold
1,568
– – ﹤0.01% 1287
2026
Q1 		$77.2K Buy
+1,568
New +$81.4K ﹤0.01% 1219

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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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

Ashton Thomas Private Wealth's XVV Position: Q2 2026 in Review

Ashton Thomas Private Wealth held its iShares ESG Screened S&P 500 ETF (XVV) position steady in Q2 2026 at 1,568 shares worth $89K. The position accounts for ﹤0.01% of the portfolio, ranked #1287.

Ashton Thomas Private Wealth first reported a position in XVV in Q1 2026 and has held it in 2 quarters since. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

  • Ashton Thomas Private Wealth held 1,568 shares of iShares ESG Screened S&P 500 ETF worth $89K as of Q2 2026.
  • Ashton Thomas Private Wealth left its iShares ESG Screened S&P 500 ETF share count unchanged in Q2 2026.
  • iShares ESG Screened S&P 500 ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1287 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
  • 159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.