Verity & Verity’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$539K Sell
825
-205
-20% -$140K 0.04% 97
2025
Q4
$705K Sell
1,030
-10
-1% -$6.79K 0.05% 91
2025
Q3
$696K Hold
1,040
0.06% 90
2025
Q2
$646K Sell
1,040
-388
-27% -$223K 0.06% 91
2025
Q1
$802K Sell
1,428
-190
-12% -$112K 0.07% 85
2024
Q4
$952K Buy
1,618
+100
+7% +$59.2K 0.09% 81
2024
Q3
$876K Buy
1,518
+1,040
+218% +$578K 0.09% 74
2024
Q2
$262K Buy
+478
New +$251K 0.03% 104

Other funds holding IVV

Verity & Verity's IVV Position: Q1 2026 in Review

Verity & Verity reduced its iShares Core S&P 500 ETF (IVV) stake by 20% in Q1 2026, selling an estimated $140K and leaving 825 shares worth $539K. The position accounts for 0.04% of the portfolio, ranked #97.

Verity & Verity first reported a position in IVV in Q2 2024 and has held it in 8 quarters since. The position peaked at $952K in Q4 2024. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Verity & Verity held 825 shares of iShares Core S&P 500 ETF worth $539K as of Q1 2026.
  • Verity & Verity sold 205 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $140K.
  • iShares Core S&P 500 ETF made up 0.04% of Verity & Verity's portfolio in Q1 2026, its #97 holding.
  • Verity & Verity first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
  • Verity & Verity's iShares Core S&P 500 ETF position peaked at $952K in Q4 2024.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Verity & Verity's 13F filing for Q1 2026, filed 15 Apr 2026.