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Integrated Wealth Concepts’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Integrated Wealth Concepts’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 		$530K Buy
+10,766
New +$559K ﹤0.01% 1511
2025
Q4 		– Sell
-10,765
Closed -$555K – 2056
2025
Q3 		$555K Hold
10,765
– – 0.01% 1284
2025
Q2 		$513K Buy
10,765
+158
+1% +$6.94K 0.01% 1258
2025
Q1 		$454K Buy
+10,607
New +$480K 0.01% 1185

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

Integrated Wealth Concepts's XVV Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in iShares ESG Screened S&P 500 ETF (XVV) in Q1 2026: 10,766 shares worth $530K. The stake represents ﹤0.01% of the portfolio and ranks #1511 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in XVV as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in XVV in Q1 2025 and has held it in 4 quarters since. The position peaked at $555K in Q3 2025. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

  • Integrated Wealth Concepts held 10,766 shares of iShares ESG Screened S&P 500 ETF worth $530K as of Q1 2026.
  • iShares ESG Screened S&P 500 ETF was a new Integrated Wealth Concepts position in Q1 2026.
  • iShares ESG Screened S&P 500 ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1511 holding.
  • Integrated Wealth Concepts first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2025 and has held it in 4 quarters since.
  • Integrated Wealth Concepts's iShares ESG Screened S&P 500 ETF position peaked at $555K in Q3 2025.
  • 143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.