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GPS Wealth Strategies Group’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

GPS Wealth Strategies Group’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
2025
Q4 		– Sell
-336
Closed -$17.3K – 1618
2025
Q3 		$17.3K Buy
336
+136
+68% +$6.73K ﹤0.01% 941
2025
Q2 		$9.54K Hold
200
– – ﹤0.01% 1048
2025
Q1 		$8.56K Hold
200
– – ﹤0.01% 1042
2024
Q4 		$9.06K Hold
200
– – ﹤0.01% 968
2024
Q3 		$8.85K Hold
200
– – ﹤0.01% 970
2024
Q2 		$8.41K Hold
200
– – ﹤0.01% 952
2024
Q1 		$8.06K Buy
+200
New +$7.66K ﹤0.01% 904

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
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 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

GPS Wealth Strategies Group's XVV Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of iShares ESG Screened S&P 500 ETF (XVV) in Q4 2025, closing a stake of 336 shares — an estimated $17.3K sold.

GPS Wealth Strategies Group first reported a position in XVV in Q1 2024 and held it in 7 quarters. The position peaked at $17.3K in Q3 2025. 128 funds tracked by Wall St. Rank hold XVV as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining iShares ESG Screened S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 336 iShares ESG Screened S&P 500 ETF shares in Q4 2025, an estimated $17.3K.
  • GPS Wealth Strategies Group first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2024 and held it in 7 quarters.
  • GPS Wealth Strategies Group's iShares ESG Screened S&P 500 ETF position peaked at $17.3K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.