Veracity Capital
IVW icon

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
Q3 		$1.82M Sell
12,780
-148
-1% -$20.5K 0.49% 35
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% +$9.8K 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 Hold
6,883
– – 0.12% 148
2021
Q1 		$448K Sell
6,883
-387
-5% -$25K 0.2% 129
2020
Q4 		$464K Sell
7,270
-32,942
-82% -$2M 0.24% 120
2020
Q3 		$2.32M Sell
40,212
-11,860
-23% -$671K 1.3% 17
2020
Q2 		$2.7M Sell
52,072
-55,228
-51% -$2.65M 1.56% 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

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
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
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
Stegner Investment Associates
Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 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 IVW Position: Q3 2026 in Review

Veracity Capital reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.1% in Q3 2026, selling an estimated $20.5K and leaving 12,780 shares worth $1.82M. The position accounts for 0.49% of the portfolio, ranked #35.

Veracity Capital first reported a position in IVW in Q4 2019 and has held it in 28 quarters since. The position peaked at $5.77M in Q4 2019. 766 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Veracity Capital held 12,780 shares of iShares S&P 500 Growth ETF worth $1.82M as of Q3 2026.
  • Veracity Capital sold 148 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $20.5K.
  • iShares S&P 500 Growth ETF made up 0.49% of Veracity Capital's portfolio in Q3 2026, its #35 holding.
  • Veracity Capital first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 28 quarters since.
  • Veracity Capital's iShares S&P 500 Growth ETF position peaked at $5.77M in Q4 2019.
  • 766 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

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