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XVVXVV
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Position history for MAI Capital ManagementMAI Capital Management's holdings in ISHARES TR

MAI Capital Management holds 31,548 shares of XVV (ISHARES TR), worth $1.8M as of 2026-Q2. The position was decreased (-1.5% shares). XVV represents 0.0% of MAI Capital Management's portfolio.

Current Value

$1.8M

Current Shares

31,548

Total Value Change

+$837,060

Total Shares Change

+9,964

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
31,548
-1.5%
$1.8M0.0%$56.79
0
2026-Q1
Increased
32,016
+46.3%
$1.6M0.0%$51.80
35
2025-Q4
Increased
21,888
+3.7%
$1.2M0.0%$53.15
26
2025-Q3
Decreased
21,116
-4.6%
$1.1M0.0%$51.16
0
2025-Q2
Increased
22,132
+3.0%
$1.1M0.0%$47.25
26
2025-Q1
Decreased
21,493
-1.2%
$919,5290.0%$42.33
0
2024-Q4
Increased
21,749
+0.8%
$985,2150.0%$45.26
25
2024-Q3
Increased
21,584
+18.2%
$954,5370.0%$43.55
29

Other major holders of XVV: LPL Financial LLC, BROWN ADVISORY INC

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