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XVV icon

Sunbelt Securities’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Sunbelt Securities’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 		$37.5K Buy
762
+2
+0.3% +$104 ﹤0.01% 1101
2025
Q4 		$40.1K Buy
760
+1
+0.1% +$52 ﹤0.01% 1054
2025
Q3 		$39.1K Sell
759
-10,514
-93% -$520K ﹤0.01% 1070
2025
Q2 		$511K Buy
11,273
+10,366
+1,143% +$455K 0.05% 347
2025
Q1 		$38.8K Sell
907
-10,366
-92% -$469K ﹤0.01% 967
2024
Q4 		$514K Sell
11,273
-223
-2% -$10.1K 0.05% 345
2024
Q3 		$508K Sell
11,496
-32
-0.3% -$1.36K 0.05% 351
2024
Q2 		$485K Sell
11,528
-642
-5% -$25.8K 0.05% 347
2024
Q1 		$490K Buy
12,170
+826
+7% +$31.6K 0.05% 328
2023
Q4 		$413K Sell
11,344
-1,016
-8% -$34.5K 0.05% 347
2023
Q3 		$401K Buy
+12,360
New +$419K 0.06% 337

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

Sunbelt Securities's XVV Position: Q1 2026 in Review

Sunbelt Securities increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 0.26% in Q1 2026, buying an estimated $104 and bringing the position to 762 shares worth $37.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1101.

Sunbelt Securities first reported a position in XVV in Q3 2023 and has held it in 11 quarters since. The position peaked at $514K in Q4 2024. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

  • Sunbelt Securities held 762 shares of iShares ESG Screened S&P 500 ETF worth $37.5K as of Q1 2026.
  • Sunbelt Securities bought 2 iShares ESG Screened S&P 500 ETF shares in Q1 2026, an estimated $104.
  • iShares ESG Screened S&P 500 ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1101 holding.
  • Sunbelt Securities first reported a position in iShares ESG Screened S&P 500 ETF in Q3 2023 and has held it in 11 quarters since.
  • Sunbelt Securities's iShares ESG Screened S&P 500 ETF position peaked at $514K in Q4 2024.
  • 143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.