Veracity Capital’s iShares Russell 1000 ETF IWB Stock Holding History

Veracity Capital’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-798	Closed	-$230K	–	205
2024 Q1	$230K	Sell	798 -64	-7%	-$17.5K	0.09%	189
2023 Q4	$226K	Buy	+862	New	+$211K	0.09%	188
2022 Q1	–	Sell	-780	Closed	-$206K	–	247
2021 Q4	$206K	Buy	+780	New	+$201K	0.08%	229
2021 Q1	–	Sell	-2,786	Closed	-$590K	–	274
2020 Q4	$590K	Buy	+2,786	New	+$556K	0.15%	166
2020 Q1	–	Sell	-1,442	Closed	-$257K	–	254
2019 Q4	$257K	Buy	+1,442	New	+$246K	0.07%	194

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Veracity Capital's IWB Position: Q2 2024 in Review

Veracity Capital sold out of iShares Russell 1000 ETF (IWB) in Q2 2024, closing a stake of 798 shares — an estimated $230K sold.

Veracity Capital first reported a position in IWB in Q4 2019 and held it in 5 quarters. The position peaked at $590K in Q4 2020. 1,250 funds tracked by Wall St. Rank hold IWB as of Q2 2024.

Veracity Capital reported no remaining iShares Russell 1000 ETF position as of Q2 2024 after selling out during the quarter.
Veracity Capital sold 798 iShares Russell 1000 ETF shares in Q2 2024, an estimated $230K.
Veracity Capital first reported a position in iShares Russell 1000 ETF in Q4 2019 and held it in 5 quarters.
Veracity Capital's iShares Russell 1000 ETF position peaked at $590K in Q4 2020.
1,250 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2024.

Based on Veracity Capital's 13F filing for Q2 2024, filed 22 Jul 2024.