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 Q2	$563K	Buy	9,914 +283	+3%	+$15.6K	﹤0.01%	1717
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 $1.95B AUM 25.88% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Private Advisor Group's XVV Position: Q2 2026 in Review

Private Advisor Group increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 2.9% in Q2 2026, buying an estimated $15.6K and bringing the position to 9,914 shares worth $563K. The position accounts for ﹤0.01% of the portfolio, ranked #1717.

Private Advisor Group first reported a position in XVV in Q1 2025 and has held it in 6 quarters since. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

Private Advisor Group held 9,914 shares of iShares ESG Screened S&P 500 ETF worth $563K as of Q2 2026.
Private Advisor Group bought 283 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $15.6K.
iShares ESG Screened S&P 500 ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1717 holding.
Private Advisor Group first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.