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Private Advisor Group’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Private Advisor 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
2026
Q1 		$474K Buy
9,631
+636
+7% +$33K ﹤0.01% 1901
2025
Q4 		$474K Buy
8,995
+633
+8% +$33.1K ﹤0.01% 1856
2025
Q3 		$431K Buy
8,362
+1,905
+30% +$94.3K ﹤0.01% 1861
2025
Q2 		$308K Buy
6,457
+1,134
+21% +$49.8K ﹤0.01% 1968
2025
Q1 		$228K Buy
+5,323
New +$241K ﹤0.01% 2033

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
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

Private Advisor Group's XVV Position: Q1 2026 in Review

Private Advisor Group increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 7.1% in Q1 2026, buying an estimated $33K and bringing the position to 9,631 shares worth $474K. The position accounts for ﹤0.01% of the portfolio, ranked #1901.

Private Advisor Group first reported a position in XVV in Q1 2025 and has held it in 5 quarters since. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

  • Private Advisor Group held 9,631 shares of iShares ESG Screened S&P 500 ETF worth $474K as of Q1 2026.
  • Private Advisor Group bought 636 iShares ESG Screened S&P 500 ETF shares in Q1 2026, an estimated $33K.
  • iShares ESG Screened S&P 500 ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q1 2026, its #1901 holding.
  • Private Advisor Group first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2025 and has held it in 5 quarters since.
  • 143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.