Back to LPL Financial LLC LPL Financial LLC

XVVXVV
19 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in ISHARES TR

Yes. LPL Financial holds 306,206 shares of XVV, worth $17.4M, as of its Q2 2026 13F filing. It increased the position by 32,685 shares (+12.0%) from Q1 2026. LPL Financial has held XVV since Q4 2021, across 19 quarterly 13F filings.

Current Value

$17.4M

Current Shares

306,206

Total Value Change

+$17.2M

Total Shares Change

+300,507

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
306,206
+11.9%
$17.4M0.0%$56.66
32
2026-Q1
Increased
273,521
+6.8%
$13.5M0.0%$48.99
30
2025-Q4
Increased
256,138
+17.5%
$13.5M0.0%$52.33
33
2025-Q3
Increased
218,026
+10.8%
$11.2M0.0%$51.01
31
2025-Q2
Increased
196,706
+13.4%
$9.4M0.0%$47.22
31
2025-Q1
Increased
173,473
+20.8%
$7.4M0.0%$42.26
33
2024-Q4
Increased
143,666
+2.7%
$6.5M0.0%$44.63
28
2024-Q3
Increased
139,888
+14.4%
$6.2M0.0%$43.44
31
2024-Q2
Increased
122,317
+182.7%
$5.1M0.0%$41.18
44
2024-Q1
Increased
43,267
+33.5%
$1.7M0.0%$39.37
33
2023-Q4
Increased
32,397
+138.5%
$1.2M0.0%$35.46
41
2023-Q3
Increased
13,585
+18.8%
$440,5460.0%$31.50
28
2023-Q2
Increased
11,433
+10.0%
$386,6230.0%$32.69
26
2023-Q1
Decreased
10,392
-23.4%
$321,0820.0%$29.81
0
2022-Q4
Increased
13,567
+16.2%
$385,6610.0%$27.32
27
2022-Q3
Increased
11,678
+6.5%
$313,0000.0%$25.69
25
2022-Q2
Increased
10,970
+8.3%
$311,0000.0%$27.06
25
2022-Q1
Increased
10,126
+77.7%
$348,0000.0%$32.68
36
2021-Q4
New
5,699
-
$209,0000.0%$34.79
32

Other major holders of XVV: GOLDMAN SACHS GROUP INC, BROWN ADVISORY INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used