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

Verity & Verity’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$620K	Sell	809 -16	-2%	-$12.2K	0.04%	84
2026 Q2	$618K	Hold	825	–	–	0.04%	89
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

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Verity & Verity's IVV Position: Q3 2026 in Review

Verity & Verity reduced its iShares Core S&P 500 ETF (IVV) stake by 1.9% in Q3 2026, selling an estimated $12.2K and leaving 809 shares worth $620K. The position accounts for 0.04% of the portfolio, ranked #84.

Verity & Verity first reported a position in IVV in Q2 2024 and has held it in 10 quarters since. The position peaked at $952K in Q4 2024. 1,580 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Verity & Verity held 809 shares of iShares Core S&P 500 ETF worth $620K as of Q3 2026.
Verity & Verity sold 16 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $12.2K.
iShares Core S&P 500 ETF made up 0.04% of Verity & Verity's portfolio in Q3 2026, its #84 holding.
Verity & Verity first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 10 quarters since.
Verity & Verity's iShares Core S&P 500 ETF position peaked at $952K in Q4 2024.
1,580 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Verity & Verity's 13F filing for Q3 2026, filed 23 Oct 2026.