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

Patriot Financial Group Insurance Agency’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 		– Sell
-4,140
Closed -$204K – 706
2026
Q1 		$204K Buy
+4,140
New +$215K 0.01% 662

Other funds holding XVV

UOCIM
University of Cambridge Investment Management Cambridge $93.9M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GAM
Gould Asset Management Claremont, California $635M AUM 14.36% 1-Year Est. Return

Patriot Financial Group Insurance Agency's XVV Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of iShares ESG Screened S&P 500 ETF (XVV) in Q2 2026, closing a stake of 4,140 shares — an estimated $204K sold.

Patriot Financial Group Insurance Agency first reported a position in XVV in Q1 2026 and held it in 1 quarter. The position peaked at $204K in Q1 2026. 99 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining iShares ESG Screened S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 4,140 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $204K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2026 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's iShares ESG Screened S&P 500 ETF position peaked at $204K in Q1 2026.
  • 99 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.