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XVVXVV
8 quarters

Position history for Cresset Asset Management, LLCCresset Asset Management, LLC's holdings in ISHARES TR

Yes. Cresset holds 19,074 shares of XVV, worth $1.1M, as of its Q2 2026 13F filing. It increased the position by 231 shares (+1.2%) from Q1 2026. Cresset has held XVV since Q3 2024, across 8 quarterly 13F filings.

Current Value

$1.1M

Current Shares

19,074

Total Value Change

+$836,971

Total Shares Change

+13,506

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
19,074
+1.2%
$1.1M0.0%$56.66
25
2026-Q1
Increased
18,843
+47.9%
$927,4520.0%$48.99
34
2025-Q4
Increased
12,744
+2.1%
$671,6090.0%$52.33
25
2025-Q3
Increased
12,479
+0.8%
$642,9330.0%$51.01
25
2025-Q2
Increased
12,379
+3.2%
$590,3400.0%$47.22
25
2025-Q1
Unchanged
11,995
0.0%
$513,1780.0%$42.26
0
2024-Q4
Increased
11,995
+115.4%
$543,3650.0%$44.63
39
2024-Q3
New
5,568
-
$246,2410.0%$43.44
32

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

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