LPL Financial
XVV icon

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

LPL Financial’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
Q1 		$13.5M Buy
273,521
+17,383
+7% +$903K ﹤0.01% 1760
2025
Q4 		$13.5M Buy
256,138
+38,112
+17% +$1.99M ﹤0.01% 1676
2025
Q3 		$11.2M Buy
218,026
+21,320
+11% +$1.06M ﹤0.01% 1764
2025
Q2 		$9.38M Buy
196,706
+23,233
+13% +$1.02M ﹤0.01% 1786
2025
Q1 		$7.42M Buy
173,473
+29,807
+21% +$1.35M ﹤0.01% 1825
2024
Q4 		$6.51M Buy
143,666
+3,778
+3% +$172K ﹤0.01% 1849
2024
Q3 		$6.19M Buy
139,888
+17,571
+14% +$749K ﹤0.01% 1810
2024
Q2 		$5.14M Buy
122,317
+79,050
+183% +$3.18M ﹤0.01% 1822
2024
Q1 		$1.74M Buy
43,267
+10,870
+34% +$416K ﹤0.01% 2649
2023
Q4 		$1.18M Buy
32,397
+18,812
+138% +$639K ﹤0.01% 2900
2023
Q3 		$441K Buy
13,585
+2,152
+19% +$72.9K ﹤0.01% 3592
2023
Q2 		$387K Buy
11,433
+1,041
+10% +$33K ﹤0.01% 3658
2023
Q1 		$321K Sell
10,392
-3,175
-23% -$95.1K ﹤0.01% 3682
2022
Q4 		$386K Buy
13,567
+1,889
+16% +$54.1K ﹤0.01% 3474
2022
Q3 		$313K Buy
11,678
+708
+6% +$21.2K ﹤0.01% 3546
2022
Q2 		$311K Buy
10,970
+844
+8% +$26K ﹤0.01% 3599
2022
Q1 		$348K Buy
10,126
+4,427
+78% +$151K ﹤0.01% 3466
2021
Q4 		$209K Buy
+5,699
New +$202K ﹤0.01% 3954

Other funds holding XVV

UOCIM
University of Cambridge Investment Management Cambridge $93.9M AUM
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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial's XVV Position: Q1 2026 in Review

LPL Financial increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 6.8% in Q1 2026, buying an estimated $903K and bringing the position to 273,521 shares worth $13.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1760.

LPL Financial first reported a position in XVV in Q4 2021 and has held it in 18 quarters since. The position peaked at $13.5M in Q4 2025. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

  • LPL Financial held 273,521 shares of iShares ESG Screened S&P 500 ETF worth $13.5M as of Q1 2026.
  • LPL Financial bought 17,383 iShares ESG Screened S&P 500 ETF shares in Q1 2026, an estimated $903K.
  • iShares ESG Screened S&P 500 ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1760 holding.
  • LPL Financial first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • LPL Financial's iShares ESG Screened S&P 500 ETF position peaked at $13.5M in Q4 2025.
  • 143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.