Veracity Capital
IWD icon

Veracity Capital’s iShares Russell 1000 Value ETF IWD Stock Holding History

Veracity Capital’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.03M Sell
4,175
-111
-3% -$28.1K 0.28% 65
2026
Q2 		$1.04M Hold
4,286
– – 0.28% 68
2026
Q1 		$916K Sell
4,286
-53
-1% -$11.6K 0.33% 63
2025
Q4 		$913K Buy
4,339
+4
+0.1% +$826 0.27% 75
2025
Q3 		$883K Sell
4,335
-226
-5% -$45K 0.28% 70
2025
Q2 		$886K Sell
4,561
-89
-2% -$16.5K 0.3% 72
2025
Q1 		$875K Sell
4,650
-657
-12% -$125K 0.34% 63
2024
Q4 		$982K Buy
5,307
+748
+16% +$143K 0.35% 55
2024
Q3 		$865K Hold
4,559
– – 0.33% 58
2024
Q2 		$795K Sell
4,559
-336
-7% -$58.7K 0.33% 60
2024
Q1 		$877K Sell
4,895
-420
-8% -$71.1K 0.34% 62
2023
Q4 		$878K Buy
5,315
+3,140
+144% +$485K 0.35% 57
2023
Q3 		$330K Buy
2,175
+568
+35% +$90.1K 0.15% 134
2023
Q2 		$254K Buy
1,607
+66
+4% +$10.1K 0.11% 183
2023
Q1 		$235K Sell
1,541
-179
-10% -$27.6K 0.11% 180
2022
Q4 		$261K Sell
1,720
-305
-15% -$45.7K 0.13% 162
2022
Q3 		$275K Sell
2,025
-5,285
-72% -$794K 0.15% 144
2022
Q2 		$1.06M Buy
7,310
+3,825
+110% +$598K 0.56% 42
2022
Q1 		$579K Hold
3,485
– – 0.24% 98
2021
Q4 		$585K Sell
3,485
-248
-7% -$40.6K 0.23% 108
2021
Q3 		$584K Buy
3,733
+167
+5% +$26.8K 0.25% 102
2021
Q2 		$566K Sell
3,566
-254
-7% -$40.2K 0.13% 135
2021
Q1 		$579K Buy
3,820
+302
+9% +$43.7K 0.26% 108
2020
Q4 		$481K Buy
3,518
+432
+14% +$55.4K 0.25% 117
2020
Q3 		$364K Sell
3,086
-246
-7% -$29.2K 0.2% 121
2020
Q2 		$375K Sell
3,332
-4,892
-59% -$538K 0.22% 118
2020
Q1 		$816K Sell
8,224
-5,904
-42% -$736K 0.24% 81
2019
Q4 		$1.93M Buy
+14,128
New +$1.86M 0.5% 53

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Marquette Asset Management
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Stephens Group Asset Management
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Cedar Mountain Advisors
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Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Beirne Wealth Consulting Services
Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Veracity Capital's IWD Position: Q3 2026 in Review

Veracity Capital reduced its iShares Russell 1000 Value ETF (IWD) stake by 2.6% in Q3 2026, selling an estimated $28.1K and leaving 4,175 shares worth $1.03M. The position accounts for 0.28% of the portfolio, ranked #65.

Veracity Capital first reported a position in IWD in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.93M in Q4 2019. 663 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Veracity Capital held 4,175 shares of iShares Russell 1000 Value ETF worth $1.03M as of Q3 2026.
  • Veracity Capital sold 111 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $28.1K.
  • iShares Russell 1000 Value ETF made up 0.28% of Veracity Capital's portfolio in Q3 2026, its #65 holding.
  • Veracity Capital first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 28 quarters since.
  • Veracity Capital's iShares Russell 1000 Value ETF position peaked at $1.93M in Q4 2019.
  • 663 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

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