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 Q2	$1.71M	Sell	30,129 -13	-0%	-$719	0.26%	43
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 $1.95B 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

Wick Capital Partners's XVV Position: Q2 2026 in Review

Wick Capital Partners reduced its iShares ESG Screened S&P 500 ETF (XVV) stake by 0.04% in Q2 2026, selling an estimated $719 and leaving 30,129 shares worth $1.71M. The position accounts for 0.26% of the portfolio, ranked #43.

Wick Capital Partners first reported a position in XVV in Q2 2022 and has held it in 17 quarters since. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

Wick Capital Partners held 30,129 shares of iShares ESG Screened S&P 500 ETF worth $1.71M as of Q2 2026.
Wick Capital Partners sold 13 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $719.
iShares ESG Screened S&P 500 ETF made up 0.26% of Wick Capital Partners's portfolio in Q2 2026, its #43 holding.
Wick Capital Partners first reported a position in iShares ESG Screened S&P 500 ETF in Q2 2022 and has held it in 17 quarters since.
159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Wick Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.