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Veracity Capital’s iShares S&P 500 Growth ETF IVW Stock Holding History

Veracity Capital’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.78M Buy
12,928
+37
+0.3% +$4.89K 0.48% 40
2026
Q1 		$1.46M Buy
12,891
+123
+1% +$14.8K 0.52% 28
2025
Q4 		$1.57M Sell
12,768
-1,257
-9% -$154K 0.46% 33
2025
Q3 		$1.69M Sell
14,025
-141
-1% -$16.2K 0.54% 31
2025
Q2 		$1.56M Buy
14,166
+36
+0.3% +$3.56K 0.53% 29
2025
Q1 		$1.31M Buy
14,130
+232
+2% +$23.4K 0.51% 42
2024
Q4 		$1.41M Buy
13,898
+563
+4% +$56.2K 0.51% 32
2024
Q3 		$1.28M Sell
13,335
-282
-2% -$26K 0.48% 35
2024
Q2 		$1.26M Sell
13,617
-702
-5% -$60.5K 0.52% 32
2024
Q1 		$1.21M Sell
14,319
-1,581
-10% -$127K 0.47% 35
2023
Q4 		$1.19M Sell
15,900
-462
-3% -$32.9K 0.48% 32
2023
Q3 		$1.12M Buy
16,362
+1,294
+9% +$91.6K 0.52% 31
2023
Q2 		$1.06M Sell
15,068
-1,875
-11% -$124K 0.45% 49
2023
Q1 		$1.08M Buy
16,943
+160
+1% +$9.78K 0.5% 34
2022
Q4 		$982K Buy
16,783
+207
+1% +$12.4K 0.47% 42
2022
Q3 		$959K Sell
16,576
-6,012
-27% -$391K 0.52% 36
2022
Q2 		$1.36M Buy
22,588
+6,389
+39% +$423K 0.73% 28
2022
Q1 		$1.24M Buy
16,199
+8,898
+122% +$668K 0.51% 43
2021
Q4 		$611K Buy
7,301
+785
+12% +$63.2K 0.25% 102
2021
Q3 		$482K Sell
6,516
-367
-5% -$28K 0.21% 123
2021
Q2 		$501K Sell
6,883
-6,883
-50% -$476K 0.12% 148
2021
Q1 		$896K Sell
13,766
-774
-5% -$50K 0.19% 132
2020
Q4 		$928K Sell
14,540
-65,884
-82% -$3.99M 0.23% 123
2020
Q3 		$4.65M Sell
80,424
-23,720
-23% -$1.34M 1.27% 17
2020
Q2 		$5.4M Sell
104,144
-3,156
-3% -$151K 1.51% 13
2020
Q1 		$4.43M Sell
107,300
-11,904
-10% -$563K 1.28% 19
2019
Q4 		$5.77M Buy
+119,204
New +$5.53M 1.49% 13

Other funds holding IVW

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
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Veracity Capital's IVW Position: Q2 2026 in Review

Veracity Capital increased its iShares S&P 500 Growth ETF (IVW) stake by 0.29% in Q2 2026, buying an estimated $4.89K and bringing the position to 12,928 shares worth $1.78M. The position accounts for 0.48% of the portfolio, ranked #40.

Veracity Capital first reported a position in IVW in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.77M in Q4 2019. 632 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Veracity Capital held 12,928 shares of iShares S&P 500 Growth ETF worth $1.78M as of Q2 2026.
  • Veracity Capital bought 37 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $4.89K.
  • iShares S&P 500 Growth ETF made up 0.48% of Veracity Capital's portfolio in Q2 2026, its #40 holding.
  • Veracity Capital first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Veracity Capital's iShares S&P 500 Growth ETF position peaked at $5.77M in Q4 2019.
  • 632 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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