HI
XVV icon

Human Investing’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Human Investing’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 		$874K Buy
17,756
+792
+5% +$41.1K 0.13% 45
2025
Q4 		$894K Buy
16,964
+5,545
+49% +$290K 0.13% 47
2025
Q3 		$588K Buy
11,419
+1,516
+15% +$75K 0.09% 56
2025
Q2 		$472K Buy
9,903
+31
+0.3% +$1.36K 0.07% 64
2025
Q1 		$422K Sell
9,872
-125
-1% -$5.66K 0.07% 62
2024
Q4 		$453K Sell
9,997
-90
-0.9% -$4.09K 0.08% 60
2024
Q3 		$446K Hold
10,087
– – 0.08% 62
2024
Q2 		$424K Sell
10,087
-14
-0.1% -$563 0.08% 62
2024
Q1 		$407K Buy
10,101
+1,503
+17% +$57.6K 0.08% 67
2023
Q4 		$313K Buy
8,598
+153
+2% +$5.2K 0.07% 74
2023
Q3 		$274K Buy
8,445
+1
+0% +$34 0.06% 82
2023
Q2 		$286K Buy
8,444
+572
+7% +$18.2K 0.07% 81
2023
Q1 		$243K Buy
+7,872
New +$236K 0.06% 92

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 $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

Human Investing's XVV Position: Q1 2026 in Review

Human Investing increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 4.7% in Q1 2026, buying an estimated $41.1K and bringing the position to 17,756 shares worth $874K. The position accounts for 0.13% of the portfolio, ranked #45.

Human Investing first reported a position in XVV in Q1 2023 and has held it in 13 quarters since. The position peaked at $894K in Q4 2025. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

  • Human Investing held 17,756 shares of iShares ESG Screened S&P 500 ETF worth $874K as of Q1 2026.
  • Human Investing bought 792 iShares ESG Screened S&P 500 ETF shares in Q1 2026, an estimated $41.1K.
  • iShares ESG Screened S&P 500 ETF made up 0.13% of Human Investing's portfolio in Q1 2026, its #45 holding.
  • Human Investing first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2023 and has held it in 13 quarters since.
  • Human Investing's iShares ESG Screened S&P 500 ETF position peaked at $894K in Q4 2025.
  • 143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on Human Investing's 13F filing for Q1 2026, filed 7 May 2026.