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Veracity Capital’s iShares Core S&P US Value ETF IUSV Stock Holding History

Veracity Capital’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$41.2M Buy
374,015
+5,613
+2% +$635K 11.1% 2
2026
Q2 		$40.6M Buy
368,402
+7,546
+2% +$817K 10.96% 2
2026
Q1 		$36.9M Sell
360,856
-44,095
-11% -$4.62M 13.18% 1
2025
Q4 		$41.5M Buy
404,951
+15,813
+4% +$1.6M 12.22% 2
2025
Q3 		$38.9M Buy
389,138
+14,895
+4% +$1.45M 12.4% 2
2025
Q2 		$35.4M Buy
374,243
+20,929
+6% +$1.89M 12.12% 2
2025
Q1 		$32.6M Sell
353,314
-7,920
-2% -$743K 12.63% 1
2024
Q4 		$33.4M Buy
361,234
+15,485
+4% +$1.49M 12.07% 2
2024
Q3 		$33M Buy
345,749
+10,340
+3% +$951K 12.51% 2
2024
Q2 		$29.6M Sell
335,409
-15,705
-4% -$1.38M 12.31% 2
2024
Q1 		$31.8M Buy
351,114
+9,961
+3% +$857K 12.33% 1
2023
Q4 		$28.8M Buy
341,153
+16,117
+5% +$1.26M 11.53% 1
2023
Q3 		$24.3M Buy
325,036
+29,768
+10% +$2.34M 11.25% 2
2023
Q2 		$23.1M Buy
295,268
+130,209
+79% +$9.72M 9.81% 2
2023
Q1 		$12.2M Sell
165,059
-6,103
-4% -$449K 5.62% 3
2022
Q4 		$12.1M Buy
171,162
+4,714
+3% +$328K 5.79% 4
2022
Q3 		$10.4M Buy
166,448
+20,216
+14% +$1.4M 5.68% 4
2022
Q2 		$9.78M Sell
146,232
-4,762
-3% -$342K 5.21% 4
2022
Q1 		$11.5M Buy
150,994
+2,449
+2% +$184K 4.76% 4
2021
Q4 		$11.3M Buy
148,545
+7,551
+5% +$560K 4.55% 2
2021
Q3 		$9.99M Buy
140,994
+11,500
+9% +$835K 4.29% 3
2021
Q2 		$9.32M Buy
129,494
+16,590
+15% +$1.19M 2.16% 8
2021
Q1 		$7.78M Buy
112,904
+28,548
+34% +$1.87M 3.56% 2
2020
Q4 		$5.25M Buy
+84,356
New +$4.94M 2.72% 3

Other funds holding IUSV

FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PIAS
PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return
CNTOF
Canandaigua National Trust of Florida Canandaigua, New York $181M AUM
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Veracity Capital's IUSV Position: Q3 2026 in Review

Veracity Capital increased its iShares Core S&P US Value ETF (IUSV) stake by 1.5% in Q3 2026, buying an estimated $635K and bringing the position to 374,015 shares worth $41.2M. The position accounts for 11.1% of the portfolio, ranked #2.

Veracity Capital first reported a position in IUSV in Q4 2020 and has held it in 24 quarters since. The position peaked at $41.5M in Q4 2025. 60 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • Veracity Capital held 374,015 shares of iShares Core S&P US Value ETF worth $41.2M as of Q3 2026.
  • Veracity Capital bought 5,613 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $635K.
  • iShares Core S&P US Value ETF made up 11.1% of Veracity Capital's portfolio in Q3 2026, its #2 holding.
  • Veracity Capital first reported a position in iShares Core S&P US Value ETF in Q4 2020 and has held it in 24 quarters since.
  • Veracity Capital's iShares Core S&P US Value ETF position peaked at $41.5M in Q4 2025.
  • 60 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Veracity Capital's 13F filing for Q3 2026, filed 8 Oct 2026.