Fidelity Investments
XVV icon

Fidelity Investments’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Fidelity Investments’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 		$130K Sell
2,644
-413
-14% -$21.4K ﹤0.01% 3695
2025
Q4 		$161K Sell
3,057
-10,200
-77% -$533K ﹤0.01% 3531
2025
Q3 		$683K Buy
13,257
+13,212
+29,360% +$654K ﹤0.01% 2933
2025
Q2 		$2.13K Buy
45
+7
+18% +$307 ﹤0.01% 4850
2025
Q1 		$1.61K Hold
38
– – ﹤0.01% 4906
2024
Q4 		$1.7K Buy
38
+7
+23% +$318 ﹤0.01% 4845
2024
Q3 		$1.38K Hold
31
– – ﹤0.01% 4869
2024
Q2 		$1.31K Buy
31
+28
+933% +$1.13K ﹤0.01% 4775
2024
Q1 		$121 Buy
+3
New +$115 ﹤0.01% 4957
2023
Q1 		– Sell
-1
Closed -$28 – 5563
2022
Q4 		$28 Buy
+1
New +$29 ﹤0.01% 5043
2022
Q2 		– Sell
-1
Closed – – 5556
2022
Q1 		$0 Buy
+1
New +$34 ﹤0.01% 5551

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 $377B 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 $30.4B AUM 27.51% 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 $1.32B AUM 24.95% 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

Fidelity Investments's XVV Position: Q1 2026 in Review

Fidelity Investments reduced its iShares ESG Screened S&P 500 ETF (XVV) stake by 14% in Q1 2026, selling an estimated $21.4K and leaving 2,644 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #3695.

Fidelity Investments first reported a position in XVV in Q1 2022 and has held it in 11 quarters since. The position peaked at $683K in Q3 2025. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

  • Fidelity Investments held 2,644 shares of iShares ESG Screened S&P 500 ETF worth $130K as of Q1 2026.
  • Fidelity Investments sold 413 iShares ESG Screened S&P 500 ETF shares in Q1 2026, an estimated $21.4K.
  • iShares ESG Screened S&P 500 ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3695 holding.
  • Fidelity Investments first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2022 and has held it in 11 quarters since.
  • Fidelity Investments's iShares ESG Screened S&P 500 ETF position peaked at $683K in Q3 2025.
  • 143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.