JY
XVV icon

Jeff Yass’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Jeff Yass’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 		$1.31M Buy
+23,020
New +$1.27M ﹤0.01% 7505
2025
Q2 		– Sell
-13,968
Closed -$598K – 13858
2025
Q1 		$598K Sell
13,968
-6,377
-31% -$289K ﹤0.01% 8512
2024
Q4 		$922K Buy
20,345
+5,235
+35% +$238K ﹤0.01% 7165
2024
Q3 		$668K Buy
+15,110
New +$644K ﹤0.01% 7782
2024
Q2 		– Sell
-29,515
Closed -$1.19M – 13382
2024
Q1 		$1.19M Buy
+29,515
New +$1.13M ﹤0.01% 6479
2023
Q2 		– Sell
-19,402
Closed -$599K – 13296
2023
Q1 		$599K Sell
19,402
-8,205
-30% -$246K ﹤0.01% 8119
2022
Q4 		$785K Buy
+27,607
New +$791K ﹤0.01% 6713

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

Jeff Yass's XVV Position: Q2 2026 in Review

Jeff Yass opened a new position in iShares ESG Screened S&P 500 ETF (XVV) in Q2 2026: 23,020 shares worth $1.31M. The stake represents ﹤0.01% of the portfolio and ranks #7505 among its holdings. This is a return to the name: Jeff Yass previously reported a position in XVV as recently as Q1 2025.

Jeff Yass first reported a position in XVV in Q4 2022 and has held it in 7 quarters since. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

  • Jeff Yass held 23,020 shares of iShares ESG Screened S&P 500 ETF worth $1.31M as of Q2 2026.
  • iShares ESG Screened S&P 500 ETF was a new Jeff Yass position in Q2 2026.
  • iShares ESG Screened S&P 500 ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #7505 holding.
  • Jeff Yass first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2022 and has held it in 7 quarters since.
  • 159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.