Veracity Capital
IWM icon

Veracity Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Veracity Capital’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.81M Sell
6,504
-87
-1% -$25.6K 0.49% 36
2026
Q2 		$1.98M Sell
6,591
-145
-2% -$40.7K 0.53% 31
2026
Q1 		$1.67M Sell
6,736
-1,210
-15% -$312K 0.6% 27
2025
Q4 		$1.96M Buy
7,946
+1
+0% +$246 0.58% 24
2025
Q3 		$1.92M Buy
7,945
+513
+7% +$118K 0.61% 25
2025
Q2 		$1.6M Sell
7,432
-240
-3% -$48.3K 0.55% 28
2025
Q1 		$1.53M Sell
7,672
-28
-0.4% -$6.07K 0.59% 24
2024
Q4 		$1.7M Sell
7,700
-64
-0.8% -$14.6K 0.61% 25
2024
Q3 		$1.71M Sell
7,764
-43
-0.6% -$9.2K 0.65% 27
2024
Q2 		$1.58M Sell
7,807
-9,308
-54% -$1.88M 0.66% 25
2024
Q1 		$3.6M Sell
17,115
-197
-1% -$39.3K 1.4% 9
2023
Q4 		$3.47M Sell
17,312
-847
-5% -$152K 1.39% 10
2023
Q3 		$3.21M Buy
18,159
+3,751
+26% +$704K 1.49% 8
2023
Q2 		$2.7M Sell
14,408
-92,739
-87% -$16.5M 1.15% 9
2023
Q1 		$19.1M Buy
107,147
+12,515
+13% +$2.3M 8.82% 2
2022
Q4 		$16.5M Buy
94,632
+1,809
+2% +$322K 7.91% 2
2022
Q3 		$15.3M Buy
92,823
+7,795
+9% +$1.42M 8.34% 2
2022
Q2 		$14.4M Sell
85,028
-2,654
-3% -$489K 7.66% 2
2022
Q1 		$18M Buy
87,682
+39,342
+81% +$8.03M 7.48% 2
2021
Q4 		$10.8M Sell
48,340
-51
-0.1% -$11.5K 4.31% 4
2021
Q3 		$10.6M Sell
48,391
-152,396
-76% -$33.8M 4.54% 2
2021
Q2 		$46.1M Buy
200,787
+177,477
+761% +$39.9M 10.68% 1
2021
Q1 		$5.15M Buy
23,310
+8,474
+57% +$1.85M 2.36% 7
2020
Q4 		$2.91M Buy
14,836
+6,631
+81% +$1.16M 1.51% 10
2020
Q3 		$1.23M Buy
8,205
+2,807
+52% +$422K 0.69% 41
2020
Q2 		$773K Sell
5,398
-927
-15% -$122K 0.45% 66
2020
Q1 		$724K Sell
6,325
-175
-3% -$26.1K 0.21% 86
2019
Q4 		$1.08M Buy
+6,500
New +$1.03M 0.28% 87

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Citizens Financial Group
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Washington Trust
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Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
First Financial Bank - Trust Division
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Wealth Enhancement Advisory Services
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Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Veracity Capital's IWM Position: Q3 2026 in Review

Veracity Capital reduced its iShares Russell 2000 ETF (IWM) stake by 1.3% in Q3 2026, selling an estimated $25.6K and leaving 6,504 shares worth $1.81M. The position accounts for 0.49% of the portfolio, ranked #36.

Veracity Capital first reported a position in IWM in Q4 2019 and has held it in 28 quarters since. The position peaked at $46.1M in Q2 2021. 894 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Veracity Capital held 6,504 shares of iShares Russell 2000 ETF worth $1.81M as of Q3 2026.
  • Veracity Capital sold 87 iShares Russell 2000 ETF shares in Q3 2026, an estimated $25.6K.
  • iShares Russell 2000 ETF made up 0.49% of Veracity Capital's portfolio in Q3 2026, its #36 holding.
  • Veracity Capital first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 28 quarters since.
  • Veracity Capital's iShares Russell 2000 ETF position peaked at $46.1M in Q2 2021.
  • 894 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

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