AssetMark Inc
XVV icon

AssetMark Inc’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

AssetMark Inc’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
Q3 		$90.7K Hold
1,556
– – ﹤0.01% 1681
2026
Q2 		$88.4K Buy
1,556
+100
+7% +$5.53K ﹤0.01% 1658
2026
Q1 		$71.7K Hold
1,456
– – ﹤0.01% 1643
2025
Q4 		$76.7K Hold
1,456
– – ﹤0.01% 1579
2025
Q3 		$75K Hold
1,456
– – ﹤0.01% 1515
2025
Q2 		$69.4K Hold
1,456
– – ﹤0.01% 1451
2025
Q1 		$62.3K Buy
+1,456
New +$65.9K ﹤0.01% 1389

Other funds holding XVV

University of Cambridge Investment Management
University of Cambridge Investment Management Cambridge $96.4M AUM 13.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return
JNBA Financial Advisors
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 15.77% 1-Year Est. Return
Biltmore Family Office
Biltmore Family Office Charlotte, North Carolina $752M AUM 22.25% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Gould Asset Management
Gould Asset Management Claremont, California $616M AUM 8.13% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

AssetMark Inc's XVV Position: Q3 2026 in Review

AssetMark Inc held its iShares ESG Screened S&P 500 ETF (XVV) position steady in Q3 2026 at 1,556 shares worth $90.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1681.

AssetMark Inc first reported a position in XVV in Q1 2025 and has held it in 7 quarters since. 88 funds tracked by Wall St. Rank hold XVV as of Q3 2026.

  • AssetMark Inc held 1,556 shares of iShares ESG Screened S&P 500 ETF worth $90.7K as of Q3 2026.
  • AssetMark Inc left its iShares ESG Screened S&P 500 ETF share count unchanged in Q3 2026.
  • iShares ESG Screened S&P 500 ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1681 holding.
  • AssetMark Inc first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2025 and has held it in 7 quarters since.
  • 88 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.