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Veracity Capital’s iShares Core S&P 500 ETF IVV Stock Holding History

Veracity Capital’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.99M Sell
2,595
-20
-0.8% -$15.3K 0.53% 33
2026
Q2 		$1.96M Buy
2,615
+875
+50% +$637K 0.53% 33
2026
Q1 		$1.14M Buy
1,740
+124
+8% +$84.7K 0.41% 46
2025
Q4 		$1.11M Buy
1,616
+462
+40% +$314K 0.33% 55
2025
Q3 		$772K Sell
1,154
-40
-3% -$25.8K 0.25% 83
2025
Q2 		$741K Sell
1,194
-425
-26% -$244K 0.25% 90
2025
Q1 		$910K Buy
1,619
+8
+0.5% +$4.72K 0.35% 60
2024
Q4 		$948K Buy
1,611
+118
+8% +$69.8K 0.34% 58
2024
Q3 		$861K Sell
1,493
-107
-7% -$59.5K 0.33% 59
2024
Q2 		$876K Sell
1,600
-1,689
-51% -$888K 0.36% 51
2024
Q1 		$1.73M Sell
3,289
-892
-21% -$446K 0.67% 24
2023
Q4 		$2M Sell
4,181
-825
-16% -$369K 0.8% 19
2023
Q3 		$2.15M Buy
5,006
+56
+1% +$25K 1% 16
2023
Q2 		$2.21M Sell
4,950
-368
-7% -$155K 0.94% 17
2023
Q1 		$2.19M Sell
5,318
-541
-9% -$217K 1.01% 17
2022
Q4 		$2.25M Buy
5,859
+17
+0.3% +$6.56K 1.08% 16
2022
Q3 		$2.1M Buy
5,842
+15
+0.3% +$5.99K 1.14% 15
2022
Q2 		$2.21M Sell
5,827
-444
-7% -$183K 1.18% 13
2022
Q1 		$2.85M Buy
6,271
+1,712
+38% +$766K 1.18% 12
2021
Q4 		$2.17M Buy
4,559
+311
+7% +$143K 0.87% 18
2021
Q3 		$1.83M Sell
4,248
-927
-18% -$411K 0.78% 19
2021
Q2 		$2.23M Sell
5,175
-276
-5% -$116K 0.52% 31
2021
Q1 		$2.17M Sell
5,451
-750
-12% -$290K 0.99% 14
2020
Q4 		$2.33M Sell
6,201
-4,660
-43% -$1.66M 1.21% 13
2020
Q3 		$3.65M Buy
10,861
+6,552
+152% +$2.18M 2.05% 9
2020
Q2 		$1.33M Sell
4,309
-2,386
-36% -$701K 0.77% 27
2020
Q1 		$1.73M Sell
6,695
-3,578
-35% -$1.1M 0.5% 47
2019
Q4 		$3.32M Buy
+10,273
New +$3.18M 0.86% 21

Other funds holding IVV

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Veracity Capital's IVV Position: Q3 2026 in Review

Veracity Capital reduced its iShares Core S&P 500 ETF (IVV) stake by 0.76% in Q3 2026, selling an estimated $15.3K and leaving 2,595 shares worth $1.99M. The position accounts for 0.53% of the portfolio, ranked #33.

Veracity Capital first reported a position in IVV in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.65M in Q3 2020. 245 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Veracity Capital held 2,595 shares of iShares Core S&P 500 ETF worth $1.99M as of Q3 2026.
  • Veracity Capital sold 20 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $15.3K.
  • iShares Core S&P 500 ETF made up 0.53% of Veracity Capital's portfolio in Q3 2026, its #33 holding.
  • Veracity Capital first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 28 quarters since.
  • Veracity Capital's iShares Core S&P 500 ETF position peaked at $3.65M in Q3 2020.
  • 245 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

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