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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
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 $1.76B 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

Sigma Planning Corp's XVV Position: Q1 2026 in Review

Sigma Planning Corp increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 0.22% in Q1 2026, buying an estimated $831 and bringing the position to 7,271 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #976.

Sigma Planning Corp first reported a position in XVV in Q1 2021 and has held it in 20 quarters since. The position peaked at $393K in Q3 2025. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

  • Sigma Planning Corp held 7,271 shares of iShares ESG Screened S&P 500 ETF worth $358K as of Q1 2026.
  • Sigma Planning Corp bought 16 iShares ESG Screened S&P 500 ETF shares in Q1 2026, an estimated $831.
  • iShares ESG Screened S&P 500 ETF made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #976 holding.
  • Sigma Planning Corp first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2021 and has held it in 20 quarters since.
  • Sigma Planning Corp's iShares ESG Screened S&P 500 ETF position peaked at $393K in Q3 2025.
  • 143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.