Smartleaf Asset Management’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Smartleaf Asset Management’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	$156K	Hold	3,266	–	–	0.01%	896
2025 Q4	$174K	Hold	3,266	–	–	0.01%	871
2025 Q3	$168K	Sell	3,266 -460	-12%	-$22.8K	0.01%	802
2025 Q2	$177K	Buy	3,726 +3,691	+10,546%	+$162K	0.02%	615
2025 Q1	$1.49K	Buy	+35	New	+$1.58K	﹤0.01%	2534

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 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 Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Smartleaf Asset Management's XVV Position: Q1 2026 in Review

Smartleaf Asset Management held its iShares ESG Screened S&P 500 ETF (XVV) position steady in Q1 2026 at 3,266 shares worth $156K. The position accounts for 0.01% of the portfolio, ranked #896.

Smartleaf Asset Management first reported a position in XVV in Q1 2025 and has held it in 5 quarters since. The position peaked at $177K in Q2 2025. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

Smartleaf Asset Management held 3,266 shares of iShares ESG Screened S&P 500 ETF worth $156K as of Q1 2026.
Smartleaf Asset Management left its iShares ESG Screened S&P 500 ETF share count unchanged in Q1 2026.
iShares ESG Screened S&P 500 ETF made up 0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #896 holding.
Smartleaf Asset Management first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2025 and has held it in 5 quarters since.
Smartleaf Asset Management's iShares ESG Screened S&P 500 ETF position peaked at $177K in Q2 2025.
143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.