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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Veracity Capital's IUSV Position: Q2 2026 in Review

Veracity Capital increased its iShares Core S&P US Value ETF (IUSV) stake by 2.1% in Q2 2026, buying an estimated $817K and bringing the position to 368,402 shares worth $40.6M. The position accounts for 10.96% of the portfolio, ranked #2.

Veracity Capital first reported a position in IUSV in Q4 2020 and has held it in 23 quarters since. The position peaked at $41.5M in Q4 2025. 809 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Veracity Capital held 368,402 shares of iShares Core S&P US Value ETF worth $40.6M as of Q2 2026.
  • Veracity Capital bought 7,546 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $817K.
  • iShares Core S&P US Value ETF made up 10.96% of Veracity Capital's portfolio in Q2 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 23 quarters since.
  • Veracity Capital's iShares Core S&P US Value ETF position peaked at $41.5M in Q4 2025.
  • 809 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Veracity Capital's 13F filing for Q2 2026, filed 13 Jul 2026.