— Know what they know.
Not Investment Advice

XVV

iShares ESG Select Screened S&P 500 ETF
1W: -0.1% 1M: +0.6% 3M: +2.8% YTD: +11.7% 1Y: +13.9% 3Y: +86.5% 5Y: +80.8%
$58.81
+0.46 (+0.79%)
 
Weekly Expected Move ±1.5%
$57 $58 $59 $60 $61
ETF CBOE · AUM $541.8M
Key Statistics
AUM$542M
Holdings437
Top 10 Wt42.7%
Volume9,287
Avg Volume15,874
Beta1.05
Portfolio Fundamentals
P/E30.9
P/B12.6
Div Yield1.06%
ROE47.8%
% Profitable94%
Inception2020-09-25
Sector Allocation
Technology 45.3%
Financial Services 13.6%
Healthcare 9.9%
Communication Services 8.8%
Industrials 6.2%
Consumer Cyclical 5.8%
+6 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 NVIDIA NVDA 10.01% $68.2M 298,098
2 APPLE AAPL 8.93% $60.8M 179,773
3 MICROSOFT MSFT 6.83% $46.6M 91,469
4 ALPHABET CLASS A GOOGL 3.64% $24.8M 72,283
5 BROADCOM INC AVGO 3.01% $20.5M 58,604
6 ALPHABET CLASS C GOOG 2.91% $19.9M 58,551
7 MICRON TECHNOLOGY MU 2.15% $14.7M 13,912
8 TESLA INC TSLA 1.82% $12.4M 34,716
9 ELI LILLY LLY 1.71% $11.7M 9,856
10 BERKSHIRE HATHAWAY INC CLASS B BRK-B 1.69% $11.5M 22,941

Recent Holding Changes

Date Holding Change Details
2026-09-22 SMCI Changed 6772 → 6954
2026-09-22 CSX Changed 22393 → 22819
2026-09-22 ES Changed 4541 → 4640
2026-09-22 KHC Changed 10217 → 10663
2026-09-22 MPC Changed 3507 → 3459

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms