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 Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

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 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

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. 651 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.
651 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.