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Principal Securities’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Principal Securities’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
Q4 		– Sell
-863
Closed -$44.5K – 3549
2025
Q3 		$44.5K Hold
863
– – ﹤0.01% 2004
2025
Q2 		$41.2K Buy
863
+106
+14% +$4.65K ﹤0.01% 1974
2025
Q1 		$34.3K Hold
757
– – ﹤0.01% 1930
2024
Q4 		$34.3K Hold
757
– – ﹤0.01% 1926
2024
Q3 		$33.5K Hold
757
– – ﹤0.01% 1866
2024
Q2 		$31.8K Hold
757
– – ﹤0.01% 1831
2024
Q1 		$30.5K Hold
757
– – ﹤0.01% 1793
2023
Q4 		$27.5K Buy
+757
New +$25.7K ﹤0.01% 1760

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 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

Principal Securities's XVV Position: Q4 2025 in Review

Principal Securities sold out of iShares ESG Screened S&P 500 ETF (XVV) in Q4 2025, closing a stake of 863 shares — an estimated $44.5K sold.

Principal Securities first reported a position in XVV in Q4 2023 and held it in 8 quarters. The position peaked at $44.5K in Q3 2025. 128 funds tracked by Wall St. Rank hold XVV as of Q4 2025.

  • Principal Securities reported no remaining iShares ESG Screened S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 863 iShares ESG Screened S&P 500 ETF shares in Q4 2025, an estimated $44.5K.
  • Principal Securities first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's iShares ESG Screened S&P 500 ETF position peaked at $44.5K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.