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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
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

UOCIM
University of Cambridge Investment Management Cambridge $93.9M AUM
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
NWP
NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
HI
Human Investing Lake Oswego, Oregon $771M AUM 18.84% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Kestra Advisory Services's XVV Position: Q2 2026 in Review

Kestra Advisory Services reduced its iShares ESG Screened S&P 500 ETF (XVV) stake by 8.3% in Q2 2026, selling an estimated $80.8K and leaving 16,241 shares worth $922K. The position accounts for ﹤0.01% of the portfolio, ranked #1899.

Kestra Advisory Services first reported a position in XVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.03M in Q4 2025. 55 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

  • Kestra Advisory Services held 16,241 shares of iShares ESG Screened S&P 500 ETF worth $922K as of Q2 2026.
  • Kestra Advisory Services sold 1,462 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $80.8K.
  • iShares ESG Screened S&P 500 ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1899 holding.
  • Kestra Advisory Services first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • Kestra Advisory Services's iShares ESG Screened S&P 500 ETF position peaked at $1.03M in Q4 2025.
  • 55 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.