Veracity Capital
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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
Q3 		$700K Sell
3,067
-41
-1% -$9.6K 0.19% 102
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 Buy
2,882
+31
+1% +$4.57K 0.1% 160
2021
Q1 		$403K Buy
2,851
+155
+6% +$20.9K 0.18% 141
2020
Q4 		$345K Buy
2,696
+2
+0.1% +$242 0.18% 145
2020
Q3 		$303K Sell
2,694
-70
-3% -$7.93K 0.17% 145
2020
Q2 		$299K Sell
2,764
-1,191
-30% -$126K 0.17% 142
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

JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Home Federal Bank of Tennessee
Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return
Encompass Wealth Advisors
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Probity Advisors
Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Amarillo National Bank
Amarillo National Bank Amarillo, Texas $620M AUM 12.97% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Veracity Capital's IVE Position: Q3 2026 in Review

Veracity Capital reduced its iShares S&P 500 Value ETF (IVE) stake by 1.3% in Q3 2026, selling an estimated $9.6K and leaving 3,067 shares worth $700K. The position accounts for 0.19% of the portfolio, ranked #102.

Veracity Capital first reported a position in IVE in Q4 2019 and has held it in 28 quarters since. The position peaked at $828K in Q4 2025. 609 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Veracity Capital held 3,067 shares of iShares S&P 500 Value ETF worth $700K as of Q3 2026.
  • Veracity Capital sold 41 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $9.6K.
  • iShares S&P 500 Value ETF made up 0.19% of Veracity Capital's portfolio in Q3 2026, its #102 holding.
  • Veracity Capital first reported a position in iShares S&P 500 Value ETF in Q4 2019 and has held it in 28 quarters since.
  • Veracity Capital's iShares S&P 500 Value ETF position peaked at $828K in Q4 2025.
  • 609 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

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