Wick Capital Partners’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Wick Capital Partners’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	$1.48M	Buy	30,142 +128	+0.4%	+$6.65K	0.27%	45
2025 Q4	$1.58M	Buy	30,014 +62	+0.2%	+$3.24K	0.28%	45
2025 Q3	$1.54M	Buy	29,952 +23,260	+348%	+$1.15M	0.37%	39
2025 Q2	$1.43M	Sell	6,692 -23,219	-78%	-$1.02M	0.37%	37
2025 Q1	$1.28M	Buy	29,911 +118	+0.4%	+$5.34K	0.38%	33
2024 Q4	$1.35M	Buy	29,793 +32	+0.1%	+$1.46K	0.4%	28
2024 Q3	$1.32M	Hold	29,761	–	–	0.43%	26
2024 Q2	$1.25M	Buy	29,761 +117	+0.4%	+$4.71K	0.43%	28
2024 Q1	$1.19M	Sell	29,644 -3,795	-11%	-$145K	1.16%	15
2023 Q4	$1.22M	Buy	33,439 +1,113	+3%	+$37.8K	0.51%	27
2023 Q3	$1.05M	Sell	32,326 -17	-0.1%	-$576	0.59%	26
2023 Q2	$1.09M	Hold	32,343	–	–	0.65%	19
2023 Q1	$999K	Buy	32,343 +2,924	+10%	+$87.5K	0.57%	24
2022 Q4	$836K	Buy	29,419 +302	+1%	+$8.65K	0.47%	27
2022 Q3	$781K	Buy	29,117 +8,612	+42%	+$258K	0.5%	22
2022 Q2	$582K	Buy	+20,505	New	+$633K	0.41%	24

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

Wick Capital Partners's XVV Position: Q1 2026 in Review

Wick Capital Partners increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 0.43% in Q1 2026, buying an estimated $6.65K and bringing the position to 30,142 shares worth $1.48M. The position accounts for 0.27% of the portfolio, ranked #45.

Wick Capital Partners first reported a position in XVV in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.58M in Q4 2025. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

Wick Capital Partners held 30,142 shares of iShares ESG Screened S&P 500 ETF worth $1.48M as of Q1 2026.
Wick Capital Partners bought 128 iShares ESG Screened S&P 500 ETF shares in Q1 2026, an estimated $6.65K.
iShares ESG Screened S&P 500 ETF made up 0.27% of Wick Capital Partners's portfolio in Q1 2026, its #45 holding.
Wick Capital Partners first reported a position in iShares ESG Screened S&P 500 ETF in Q2 2022 and has held it in 16 quarters since.
Wick Capital Partners's iShares ESG Screened S&P 500 ETF position peaked at $1.58M in Q4 2025.
143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on Wick Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.