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Veracity Capital’s iShares S&P 500 Value ETF IVE Stock Holding History

Veracity Capital’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$706K Sell
3,108
-444
-13% -$99.2K 0.19% 106
2026
Q1 		$750K Sell
3,552
-354
-9% -$76.7K 0.27% 81
2025
Q4 		$828K Buy
3,906
+105
+3% +$22K 0.24% 83
2025
Q3 		$785K Sell
3,801
-191
-5% -$38.4K 0.25% 80
2025
Q2 		$780K Buy
3,992
+450
+13% +$83.8K 0.27% 82
2025
Q1 		$675K Buy
3,542
+445
+14% +$86.1K 0.26% 90
2024
Q4 		$591K Buy
3,097
+116
+4% +$23K 0.21% 110
2024
Q3 		$588K Sell
2,981
-493
-14% -$93.6K 0.22% 101
2024
Q2 		$632K Sell
3,474
-333
-9% -$60.6K 0.26% 78
2024
Q1 		$711K Buy
3,807
+821
+27% +$146K 0.28% 77
2023
Q4 		$519K Hold
2,986
– – 0.21% 100
2023
Q3 		$459K Hold
2,986
– – 0.21% 100
2023
Q2 		$481K Sell
2,986
-172
-5% -$26.5K 0.2% 116
2023
Q1 		$479K Sell
3,158
-303
-9% -$45.8K 0.22% 106
2022
Q4 		$502K Buy
3,461
+285
+9% +$40.7K 0.24% 99
2022
Q3 		$408K Buy
3,176
+409
+15% +$58K 0.22% 98
2022
Q2 		$380K Sell
2,767
-97
-3% -$14.3K 0.2% 119
2022
Q1 		$446K Hold
2,864
– – 0.19% 124
2021
Q4 		$449K Sell
2,864
-18
-0.6% -$2.74K 0.18% 136
2021
Q3 		$419K Hold
2,882
– – 0.18% 132
2021
Q2 		$425K Sell
2,882
-2,820
-49% -$415K 0.1% 160
2021
Q1 		$806K Buy
5,702
+310
+6% +$41.7K 0.17% 146
2020
Q4 		$690K Buy
5,392
+4
+0.1% +$484 0.17% 152
2020
Q3 		$606K Sell
5,388
-140
-3% -$15.9K 0.17% 152
2020
Q2 		$598K Buy
5,528
+1,573
+40% +$167K 0.17% 147
2020
Q1 		$381K Sell
3,955
-952
-19% -$113K 0.11% 133
2019
Q4 		$638K Buy
+4,907
New +$611K 0.16% 113

Other funds holding IVE

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Veracity Capital's IVE Position: Q2 2026 in Review

Veracity Capital reduced its iShares S&P 500 Value ETF (IVE) stake by 13% in Q2 2026, selling an estimated $99.2K and leaving 3,108 shares worth $706K. The position accounts for 0.19% of the portfolio, ranked #106.

Veracity Capital first reported a position in IVE in Q4 2019 and has held it in 27 quarters since. The position peaked at $828K in Q4 2025. 490 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Veracity Capital held 3,108 shares of iShares S&P 500 Value ETF worth $706K as of Q2 2026.
  • Veracity Capital sold 444 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $99.2K.
  • iShares S&P 500 Value ETF made up 0.19% of Veracity Capital's portfolio in Q2 2026, its #106 holding.
  • Veracity Capital first reported a position in iShares S&P 500 Value ETF in Q4 2019 and has held it in 27 quarters since.
  • Veracity Capital's iShares S&P 500 Value ETF position peaked at $828K in Q4 2025.
  • 490 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

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