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Old Mission Capital’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Old Mission Capital’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
-4,911
Closed -$234K – 1356
2025
Q2 		$234K Buy
+4,911
New +$216K ﹤0.01% 963

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

Old Mission Capital's XVV Position: Q3 2025 in Review

Old Mission Capital sold out of iShares ESG Screened S&P 500 ETF (XVV) in Q3 2025, closing a stake of 4,911 shares — an estimated $234K sold.

Old Mission Capital first reported a position in XVV in Q2 2025 and held it in 1 quarter. The position peaked at $234K in Q2 2025. 117 funds tracked by Wall St. Rank hold XVV as of Q3 2025.

  • Old Mission Capital reported no remaining iShares ESG Screened S&P 500 ETF position as of Q3 2025 after selling out during the quarter.
  • Old Mission Capital sold 4,911 iShares ESG Screened S&P 500 ETF shares in Q3 2025, an estimated $234K.
  • Old Mission Capital first reported a position in iShares ESG Screened S&P 500 ETF in Q2 2025 and held it in 1 quarter.
  • Old Mission Capital's iShares ESG Screened S&P 500 ETF position peaked at $234K in Q2 2025.
  • 117 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q3 2025.

Based on Old Mission Capital's 13F filing for Q3 2025, filed 14 Nov 2025.