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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Verity & Verity's IVV Position: Q2 2026 in Review

Verity & Verity held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 825 shares worth $618K. The position accounts for 0.04% of the portfolio, ranked #89.

Verity & Verity first reported a position in IVV in Q2 2024 and has held it in 9 quarters since. The position peaked at $952K in Q4 2024. 4,107 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Verity & Verity held 825 shares of iShares Core S&P 500 ETF worth $618K as of Q2 2026.
Verity & Verity left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.04% of Verity & Verity's portfolio in Q2 2026, its #89 holding.
Verity & Verity first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
Verity & Verity's iShares Core S&P 500 ETF position peaked at $952K in Q4 2024.
4,107 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Verity & Verity's 13F filing for Q2 2026, filed 28 Jul 2026.