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Leverty Financial Group’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Leverty Financial Group’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
2025
Q3 		– Sell
-9,463
Closed -$451K – 47
2025
Q2 		$451K Hold
9,463
– – 0.13% 24
2025
Q1 		$405K Sell
9,463
-203
-2% -$9.19K 0.17% 25
2024
Q4 		$438K Buy
9,666
+4,101
+74% +$186K 0.22% 19
2024
Q3 		$246K Hold
5,565
– – 0.13% 29
2024
Q2 		$234K Sell
5,565
-1,145
-17% -$46.1K 0.14% 28
2024
Q1 		$270K Hold
6,710
– – 0.16% 26
2023
Q4 		$244K Hold
6,710
– – 0.15% 26
2023
Q3 		$218K Sell
6,710
-7,223
-52% -$245K 0.16% 26
2023
Q2 		$471K Hold
13,933
– – 0.34% 12
2023
Q1 		$430K Hold
13,933
– – 0.34% 12
2022
Q4 		$396K Sell
13,933
-184
-1% -$5.27K 0.34% 13
2022
Q3 		$378K Sell
14,117
-871
-6% -$26.1K 0.37% 13
2022
Q2 		$425K Sell
14,988
-391
-3% -$12.1K 0.4% 12
2022
Q1 		$528K Buy
+15,379
New +$524K 0.42% 13

Other funds holding XVV

SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 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
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return

Leverty Financial Group's XVV Position: Q3 2025 in Review

Leverty Financial Group sold out of iShares ESG Screened S&P 500 ETF (XVV) in Q3 2025, closing a stake of 9,463 shares — an estimated $451K sold.

Leverty Financial Group first reported a position in XVV in Q1 2022 and held it in 14 quarters. The position peaked at $528K in Q1 2022. 117 funds tracked by Wall St. Rank hold XVV as of Q3 2025.

  • Leverty Financial Group reported no remaining iShares ESG Screened S&P 500 ETF position as of Q3 2025 after selling out during the quarter.
  • Leverty Financial Group sold 9,463 iShares ESG Screened S&P 500 ETF shares in Q3 2025, an estimated $451K.
  • Leverty Financial Group first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2022 and held it in 14 quarters.
  • Leverty Financial Group's iShares ESG Screened S&P 500 ETF position peaked at $528K in Q1 2022.
  • 117 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q3 2025.

Based on Leverty Financial Group's 13F filing for Q3 2025, filed 8 Oct 2025.