Kestra Advisory Services’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Kestra Advisory Services’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 Q3	$1.02M	Buy	17,469 +1,228	+8%	+$71.3K	﹤0.01%	1963
2026 Q2	$922K	Sell	16,241 -1,462	-8%	-$80.8K	﹤0.01%	1899
2026 Q1	$871K	Sell	17,703 -1,836	-9%	-$95.3K	﹤0.01%	1832
2025 Q4	$1.03M	Sell	19,539 -130	-0.7%	-$6.79K	﹤0.01%	1630
2025 Q3	$1.01M	Sell	19,669 -489	-2%	-$24.2K	﹤0.01%	1582
2025 Q2	$961K	Sell	20,158 -865	-4%	-$38K	﹤0.01%	1505
2025 Q1	$899K	Buy	21,023 +820	+4%	+$37.1K	﹤0.01%	1452
2024 Q4	$915K	Buy	20,203 +1,889	+10%	+$85.9K	0.01%	1474
2024 Q3	$810K	Buy	18,314 +5,765	+46%	+$246K	﹤0.01%	1451
2024 Q2	$528K	Buy	12,549 +3,624	+41%	+$146K	﹤0.01%	1735
2024 Q1	$360K	Buy	8,925 +910	+11%	+$34.9K	﹤0.01%	1878
2023 Q4	$292K	Buy	+8,015	New	+$272K	﹤0.01%	1865

Other funds holding XVV

University of Cambridge Investment Management Cambridge $96.4M AUM 13.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

Atlantic Private Wealth Chapel Hill, North Carolina $169M AUM 13.26% 1-Year Est. Return

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 15.77% 1-Year Est. Return

Biltmore Family Office Charlotte, North Carolina $752M AUM 22.25% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Kestra Advisory Services's XVV Position: Q3 2026 in Review

Kestra Advisory Services increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 7.6% in Q3 2026, buying an estimated $71.3K and bringing the position to 17,469 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1963.

Kestra Advisory Services first reported a position in XVV in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.03M in Q4 2025. 100 funds tracked by Wall St. Rank hold XVV as of Q3 2026.

Kestra Advisory Services held 17,469 shares of iShares ESG Screened S&P 500 ETF worth $1.02M as of Q3 2026.
Kestra Advisory Services bought 1,228 iShares ESG Screened S&P 500 ETF shares in Q3 2026, an estimated $71.3K.
iShares ESG Screened S&P 500 ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1963 holding.
Kestra Advisory Services first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
Kestra Advisory Services's iShares ESG Screened S&P 500 ETF position peaked at $1.03M in Q4 2025.
100 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.