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

Citadel 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 		– Sell
-5,579
Closed -$275K – 15023
2026
Q1 		$275K Sell
5,579
-28,606
-84% -$1.49M ﹤0.01% 10674
2025
Q4 		$1.8M Buy
34,185
+7,170
+27% +$374K ﹤0.01% 6139
2025
Q3 		$1.39M Buy
27,015
+17,959
+198% +$889K ﹤0.01% 6818
2025
Q2 		$432K Buy
+9,056
New +$398K ﹤0.01% 8973
2024
Q4 		– Sell
-39,680
Closed -$1.75M – 15514
2024
Q3 		$1.75M Buy
+39,680
New +$1.69M ﹤0.01% 5781
2023
Q2 		– Sell
-12,852
Closed -$397K – 15358
2023
Q1 		$397K Buy
+12,852
New +$385K ﹤0.01% 8787
2022
Q4 		– Sell
-37,026
Closed -$993K – 15549
2022
Q3 		$993K Buy
+37,026
New +$1.11M ﹤0.01% 7013
2022
Q2 		– Sell
-14,580
Closed -$501K – 14261
2022
Q1 		$501K Buy
+14,580
New +$496K ﹤0.01% 9395
2021
Q2 		– Sell
-24,261
Closed -$737K – 14556
2021
Q1 		$737K Buy
+24,261
New +$715K ﹤0.01% 8831

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

Citadel Advisors's XVV Position: Q2 2026 in Review

Citadel Advisors sold out of iShares ESG Screened S&P 500 ETF (XVV) in Q2 2026, closing a stake of 5,579 shares — an estimated $275K sold.

Citadel Advisors first reported a position in XVV in Q1 2021 and held it in 9 quarters. The position peaked at $1.8M in Q4 2025. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

  • Citadel Advisors reported no remaining iShares ESG Screened S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • Citadel Advisors sold 5,579 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $275K.
  • Citadel Advisors first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2021 and held it in 9 quarters.
  • Citadel Advisors's iShares ESG Screened S&P 500 ETF position peaked at $1.8M in Q4 2025.
  • 159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.