Veery Capital
IVW icon

Veery Capital’s iShares S&P 500 Growth ETF IVW Stock Holding History

Veery Capital’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$534K Hold
3,754
– – 0.14% 51
2026
Q2 		$516K Buy
3,754
+152
+4% +$20.1K 0.14% 52
2026
Q1 		$407K Buy
3,602
+388
+12% +$46.7K 0.12% 50
2025
Q4 		$396K Buy
3,214
+308
+11% +$37.7K 0.12% 53
2025
Q3 		$351K Sell
2,906
-312
-10% -$35.9K 0.11% 56
2025
Q2 		$354K Hold
3,218
– – 0.12% 51
2025
Q1 		$299K Buy
3,218
+378
+13% +$38.1K 0.12% 56
2024
Q4 		$288K Sell
2,840
-30
-1% -$2.99K 0.11% 64
2024
Q3 		$275K Buy
2,870
+88
+3% +$8.12K 0.1% 70
2024
Q2 		$257K Buy
2,782
+91
+3% +$7.84K 0.1% 81
2024
Q1 		$227K Buy
+2,691
New +$216K 0.09% 85
2022
Q3 		– Sell
-3,333
Closed -$201K – 75
2022
Q2 		$201K Sell
3,333
-374
-10% -$24.8K 0.12% 68
2022
Q1 		$283K Sell
3,707
-322
-8% -$24.2K 0.16% 61
2021
Q4 		$337K Buy
4,029
+12
+0.3% +$967 0.18% 58
2021
Q3 		$297K Buy
4,017
+12
+0.3% +$915 0.17% 61
2021
Q2 		$291K Buy
4,005
+682
+21% +$47.2K 0.17% 61
2021
Q1 		$216K Buy
+3,323
New +$215K 0.14% 66

Other funds holding IVW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Veery Capital's IVW Position: Q3 2026 in Review

Veery Capital held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 3,754 shares worth $534K. The position accounts for 0.14% of the portfolio, ranked #51.

Veery Capital first reported a position in IVW in Q1 2021 and has held it in 17 quarters since. 1,407 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Veery Capital held 3,754 shares of iShares S&P 500 Growth ETF worth $534K as of Q3 2026.
  • Veery Capital left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
  • iShares S&P 500 Growth ETF made up 0.14% of Veery Capital's portfolio in Q3 2026, its #51 holding.
  • Veery Capital first reported a position in iShares S&P 500 Growth ETF in Q1 2021 and has held it in 17 quarters since.
  • 1,407 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Veery Capital's 13F filing for Q3 2026, filed 7 Oct 2026.