Sigma Planning Corp’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Sigma Planning Corp’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	$413K	Buy	7,272 +1	+0%	+$55	0.01%	1008
2026 Q1	$358K	Buy	7,271 +16	+0.2%	+$831	0.01%	976
2025 Q4	$382K	Sell	7,255 -366	-5%	-$19.1K	0.01%	908
2025 Q3	$393K	Sell	7,621 -596	-7%	-$29.5K	0.01%	909
2025 Q2	$392K	Buy	8,217 +619	+8%	+$27.2K	0.01%	878
2025 Q1	$325K	Sell	7,598 -49	-0.6%	-$2.22K	0.01%	917
2024 Q4	$346K	Buy	7,647 +33	+0.4%	+$1.5K	0.01%	881
2024 Q3	$337K	Sell	7,614 -243	-3%	-$10.4K	0.01%	913
2024 Q2	$330K	Buy	7,857 +502	+7%	+$20.2K	0.01%	884
2024 Q1	$296K	Buy	+7,355	New	+$282K	0.01%	965
2023 Q4	–	Sell	-8,365	Closed	-$271K	–	1195
2023 Q3	$271K	Sell	8,365 -443	-5%	-$15K	0.01%	960
2023 Q2	$298K	Sell	8,808 -708	-7%	-$22.5K	0.01%	935
2023 Q1	$294K	Buy	9,516 +321	+3%	+$9.61K	0.01%	1006
2022 Q4	$261K	Buy	9,195 +923	+11%	+$26.4K	0.01%	1023
2022 Q3	$222K	Hold	8,272	–	–	0.01%	1077
2022 Q2	$235K	Buy	8,272 +514	+7%	+$15.9K	0.01%	1100
2022 Q1	$267K	Sell	7,758 -934	-11%	-$31.8K	0.01%	1119
2021 Q4	$319K	Buy	8,692 +137	+2%	+$4.86K	0.01%	1055
2021 Q3	$283K	Buy	8,555 +102	+1%	+$3.47K	0.01%	1087
2021 Q2	$278K	Hold	8,453	–	–	0.01%	1123
2021 Q1	$257K	Buy	+8,453	New	+$249K	0.01%	1076

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

Sigma Planning Corp's XVV Position: Q2 2026 in Review

Sigma Planning Corp increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 0.01% in Q2 2026, buying an estimated $55 and bringing the position to 7,272 shares worth $413K. The position accounts for 0.01% of the portfolio, ranked #1008.

Sigma Planning Corp first reported a position in XVV in Q1 2021 and has held it in 21 quarters since. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

Sigma Planning Corp held 7,272 shares of iShares ESG Screened S&P 500 ETF worth $413K as of Q2 2026.
Sigma Planning Corp bought 1 iShares ESG Screened S&P 500 ETF share in Q2 2026, an estimated $55.
iShares ESG Screened S&P 500 ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1008 holding.
Sigma Planning Corp first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2021 and has held it in 21 quarters since.
159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.