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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
Q2 		$611K Hold
10,766
– – ﹤0.01% 1532
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 $1.95B 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Integrated Wealth Concepts's XVV Position: Q2 2026 in Review

Integrated Wealth Concepts held its iShares ESG Screened S&P 500 ETF (XVV) position steady in Q2 2026 at 10,766 shares worth $611K. The position accounts for ﹤0.01% of the portfolio, ranked #1532.

Integrated Wealth Concepts first reported a position in XVV in Q1 2025 and has held it in 5 quarters since. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

  • Integrated Wealth Concepts held 10,766 shares of iShares ESG Screened S&P 500 ETF worth $611K as of Q2 2026.
  • Integrated Wealth Concepts left its iShares ESG Screened S&P 500 ETF share count unchanged in Q2 2026.
  • iShares ESG Screened S&P 500 ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1532 holding.
  • Integrated Wealth Concepts first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2025 and has held it in 5 quarters since.
  • 159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.