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 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 -4,074	-53%	-$645K	0.13%	135
2021 Q1	$1.16M	Buy	7,640 +604	+9%	+$87.4K	0.25%	111
2020 Q4	$962K	Buy	7,036 +864	+14%	+$111K	0.24%	119
2020 Q3	$728K	Sell	6,172 -492	-7%	-$58.3K	0.2%	125
2020 Q2	$750K	Sell	6,664 -1,560	-19%	-$172K	0.21%	123
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

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Veracity Capital's IWD Position: Q2 2026 in Review

Veracity Capital held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 4,286 shares worth $1.04M. The position accounts for 0.28% of the portfolio, ranked #68.

Veracity Capital first reported a position in IWD in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.93M in Q4 2019. 695 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Veracity Capital held 4,286 shares of iShares Russell 1000 Value ETF worth $1.04M as of Q2 2026.
Veracity Capital left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.28% of Veracity Capital's portfolio in Q2 2026, its #68 holding.
Veracity Capital first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 27 quarters since.
Veracity Capital's iShares Russell 1000 Value ETF position peaked at $1.93M in Q4 2019.
695 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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