IIM
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IFC & Insurance Marketing’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

IFC & Insurance Marketing’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 		– Sell
-116
Closed -$6K – 720
2025
Q4 		$6K Buy
+116
New +$6.06K 0.01% 493

Other funds holding XVV

UOCIM
University of Cambridge Investment Management Cambridge $93.9M AUM
SLF
Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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 $1.89T AUM 35.08% 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 $2.99B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

IFC & Insurance Marketing's XVV Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of iShares ESG Screened S&P 500 ETF (XVV) in Q1 2026, closing a stake of 116 shares — an estimated $6K sold.

IFC & Insurance Marketing first reported a position in XVV in Q4 2025 and held it in 1 quarter. The position peaked at $6K in Q4 2025. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining iShares ESG Screened S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 116 iShares ESG Screened S&P 500 ETF shares in Q1 2026, an estimated $6K.
  • IFC & Insurance Marketing first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's iShares ESG Screened S&P 500 ETF position peaked at $6K in Q4 2025.
  • 143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.