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Wingate Wealth Advisors’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Wingate Wealth Advisors’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 		$417K Buy
7,342
+3
+0% +$166 0.18% 84
2026
Q1 		$361K Buy
7,339
+2,736
+59% +$142K 0.19% 92
2025
Q4 		$243K Buy
+4,603
New +$240K 0.14% 109

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
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
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Franklin Resources
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

Wingate Wealth Advisors's XVV Position: Q2 2026 in Review

Wingate Wealth Advisors increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 0.04% in Q2 2026, buying an estimated $166 and bringing the position to 7,342 shares worth $417K. The position accounts for 0.18% of the portfolio, ranked #84.

Wingate Wealth Advisors first reported a position in XVV in Q4 2025 and has held it in 3 quarters since. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

  • Wingate Wealth Advisors held 7,342 shares of iShares ESG Screened S&P 500 ETF worth $417K as of Q2 2026.
  • Wingate Wealth Advisors bought 3 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $166.
  • iShares ESG Screened S&P 500 ETF made up 0.18% of Wingate Wealth Advisors's portfolio in Q2 2026, its #84 holding.
  • Wingate Wealth Advisors first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.