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XVV icon

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

Harbour 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
2025
Q4 		– Sell
-2,957
Closed -$152K – 4037
2025
Q3 		$152K Buy
2,957
+120
+4% +$5.94K ﹤0.01% 1363
2025
Q2 		$135K Buy
2,837
+11
+0.4% +$483 ﹤0.01% 1357
2025
Q1 		$121K Buy
2,826
+163
+6% +$7.38K ﹤0.01% 1341
2024
Q4 		$121K Sell
2,663
-27
-1% -$1.23K ﹤0.01% 1283
2024
Q3 		$119K Buy
2,690
+27
+1% +$1.15K ﹤0.01% 1231
2024
Q2 		$112K Hold
2,663
– – ﹤0.01% 1188
2024
Q1 		$107K Hold
2,663
– – ﹤0.01% 1180
2023
Q4 		$96.9K Hold
2,663
– – ﹤0.01% 1147
2023
Q3 		$86.4K Hold
2,663
– – ﹤0.01% 1104
2023
Q2 		$90K Sell
2,663
-3
-0.1% -$95 ﹤0.01% 1102
2023
Q1 		$82.4K Sell
2,666
-5,512
-67% -$165K ﹤0.01% 1134
2022
Q4 		$232K Buy
8,178
+2,466
+43% +$70.6K 0.01% 689
2022
Q3 		$162K Hold
5,712
– – 0.01% 779
2022
Q2 		$162K Buy
+5,712
New +$176K 0.01% 779

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

Harbour Investments's XVV Position: Q4 2025 in Review

Harbour Investments sold out of iShares ESG Screened S&P 500 ETF (XVV) in Q4 2025, closing a stake of 2,957 shares — an estimated $152K sold.

Harbour Investments first reported a position in XVV in Q2 2022 and held it in 14 quarters. The position peaked at $232K in Q4 2022. 128 funds tracked by Wall St. Rank hold XVV as of Q4 2025.

  • Harbour Investments reported no remaining iShares ESG Screened S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
  • Harbour Investments sold 2,957 iShares ESG Screened S&P 500 ETF shares in Q4 2025, an estimated $152K.
  • Harbour Investments first reported a position in iShares ESG Screened S&P 500 ETF in Q2 2022 and held it in 14 quarters.
  • Harbour Investments's iShares ESG Screened S&P 500 ETF position peaked at $232K in Q4 2022.
  • 128 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q4 2025.

Based on Harbour Investments's 13F filing for Q4 2025, filed 9 Feb 2026.