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

Cambridge Investment Research 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
Q2 		$549K Sell
9,668
-21,271
-69% -$1.18M ﹤0.01% 2665
2026
Q1 		$1.52M Buy
30,939
+387
+1% +$20.1K ﹤0.01% 1827
2025
Q4 		$1.61M Buy
30,552
+5,095
+20% +$266K ﹤0.01% 1723
2025
Q3 		$1.31M Buy
25,457
+717
+3% +$35.5K ﹤0.01% 1839
2025
Q2 		$1.18M Sell
24,740
-60
-0.2% -$2.63K ﹤0.01% 1822
2025
Q1 		$1.06M Sell
24,800
-1,597
-6% -$72.3K ﹤0.01% 1825
2024
Q4 		$1.2M Sell
26,397
-26
-0.1% -$1.18K ﹤0.01% 1731
2024
Q3 		$1.17M Buy
26,423
+17
+0.1% +$725 ﹤0.01% 1751
2024
Q2 		$1.11M Buy
26,406
+1,013
+4% +$40.8K ﹤0.01% 1695
2024
Q1 		$1.02M Sell
25,393
-809
-3% -$31K ﹤0.01% 1719
2023
Q4 		$953K Buy
26,202
+1,427
+6% +$48.5K ﹤0.01% 1688
2023
Q3 		$803K Buy
24,775
+732
+3% +$24.8K ﹤0.01% 1716
2023
Q2 		$813K Buy
24,043
+1,158
+5% +$36.8K ﹤0.01% 1754
2023
Q1 		$707K Sell
22,885
-22,037
-49% -$660K ﹤0.01% 1817
2022
Q4 		$1.28M Sell
44,922
-70,432
-61% -$2.02M 0.01% 1351
2022
Q3 		$3.1M Buy
115,354
+5,991
+5% +$179K 0.02% 805
2022
Q2 		$3.1M Buy
+109,363
New +$3.37M 0.02% 826
2022
Q1 		– Sell
-5,939
Closed -$218K – 3333
2021
Q4 		$218K Buy
+5,939
New +$211K ﹤0.01% 2809

Other funds holding XVV

UOCIM
University of Cambridge Investment Management Cambridge $93.9M AUM
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
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
HI
Human Investing Lake Oswego, Oregon $771M AUM 18.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors's XVV Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its iShares ESG Screened S&P 500 ETF (XVV) stake by 69% in Q2 2026, selling an estimated $1.18M and leaving 9,668 shares worth $549K. The position accounts for ﹤0.01% of the portfolio, ranked #2665.

Cambridge Investment Research Advisors first reported a position in XVV in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.1M in Q2 2022. 58 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

  • Cambridge Investment Research Advisors held 9,668 shares of iShares ESG Screened S&P 500 ETF worth $549K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 21,271 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $1.18M.
  • iShares ESG Screened S&P 500 ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2665 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • Cambridge Investment Research Advisors's iShares ESG Screened S&P 500 ETF position peaked at $3.1M in Q2 2022.
  • 58 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.