Veracity Capital’s iShares Russell 3000 ETF IWV Stock Holding History

Veracity Capital’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$483K	Buy	1,120 +229	+26%	+$98.9K	0.13%	136
2026 Q2	$380K	Buy	891 +51	+6%	+$21K	0.1%	163
2026 Q1	$311K	Buy	840 +22	+3%	+$8.51K	0.11%	164
2025 Q4	$317K	Buy	818 +9	+1%	+$3.45K	0.09%	193
2025 Q3	$307K	Sell	809 -592	-42%	-$216K	0.1%	194
2025 Q2	$492K	Buy	1,401 +34	+2%	+$11K	0.17%	130
2025 Q1	$434K	Buy	1,367 +400	+41%	+$134K	0.17%	134
2024 Q4	$323K	Buy	967 +226	+30%	+$76.1K	0.12%	168
2024 Q3	$242K	Sell	741 -10	-1%	-$3.15K	0.09%	182
2024 Q2	$232K	Buy	+751	New	+$224K	0.1%	180

Other funds holding IWV

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Embree Financial Group Chicago, Illinois $1.02B AUM 18.05% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

Veracity Capital's IWV Position: Q3 2026 in Review

Veracity Capital increased its iShares Russell 3000 ETF (IWV) stake by 26% in Q3 2026, buying an estimated $98.9K and bringing the position to 1,120 shares worth $483K. The position accounts for 0.13% of the portfolio, ranked #136.

Veracity Capital first reported a position in IWV in Q2 2024 and has held it in 10 quarters since. The position peaked at $492K in Q2 2025. 223 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

Veracity Capital held 1,120 shares of iShares Russell 3000 ETF worth $483K as of Q3 2026.
Veracity Capital bought 229 iShares Russell 3000 ETF shares in Q3 2026, an estimated $98.9K.
iShares Russell 3000 ETF made up 0.13% of Veracity Capital's portfolio in Q3 2026, its #136 holding.
Veracity Capital first reported a position in iShares Russell 3000 ETF in Q2 2024 and has held it in 10 quarters since.
Veracity Capital's iShares Russell 3000 ETF position peaked at $492K in Q2 2025.
223 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

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