Citadel Advisors
XVV icon

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
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 – 15694
2024
Q3 		$1.75M Buy
+39,680
New +$1.69M ﹤0.01% 5781
2023
Q2 		– Sell
-12,852
Closed -$397K – 15455
2023
Q1 		$397K Buy
+12,852
New +$385K ﹤0.01% 8787
2022
Q4 		– Sell
-37,026
Closed -$993K – 15682
2022
Q3 		$993K Buy
+37,026
New +$1.11M ﹤0.01% 7013
2022
Q2 		– Sell
-14,580
Closed -$501K – 14471
2022
Q1 		$501K Buy
+14,580
New +$496K ﹤0.01% 9395
2021
Q2 		– Sell
-24,261
Closed -$737K – 14714
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 $1.76B AUM 19.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $27.4B AUM 24.17% 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 $1.2B AUM 20.2% 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