IUSV β€” ISHARES TR

Ownership history in Veracity Capital LLC  Β·  21 quarters on record

AI Ownership Summary

Veracity Capital LLC reported ISHARES TR (IUSV) in 21 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 12.63% in 2025 Q1. The latest visible filing shows IUSV at 12.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IUSV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Veracity Capital LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IUSV was reported at 12.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.63% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Veracity Capital LLC held IUSV β€” position size vs. price
% of Fund (quarterly)    IUSV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 404,951 +15,813 +4.1% 12.22% $41.5M 2026-02-14 (Est.) $106.36
2025 Q3 ADDED 389,138 +14,895 +4.0% 12.40% $38.9M 2025-10-08 $100.00
2025 Q2 ADDED 374,243 +20,929 +5.9% 12.12% $35.4M 2025-07-09 $94.59
2025 Q1 REDUCED 353,314 -7,920 -2.2% 12.63% $32.6M 2025-04-10 $83.45
2024 Q4 ADDED 361,234 +15,485 +4.5% 12.07% $33.4M 2025-01-17 $92.19
2024 Q3 ADDED 345,749 +10,340 +3.1% 12.51% $33.0M 2024-10-18 $94.53
2024 Q2 REDUCED 335,409 -15,705 -4.5% 12.31% $29.6M 2024-07-22 $88.02
2024 Q1 ADDED 351,114 +9,961 +2.9% 12.33% $31.8M 2024-04-19 $82.95
2023 Q4 ADDED 341,153 +16,117 +5.0% 11.53% $28.8M 2024-01-22 $80.39
2023 Q3 ADDED 325,036 +29,768 +10.1% 11.25% $24.3M 2023-10-25 $68.95
11 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Veracity Capital LLC and IUSV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Veracity Capital LLC reported owning IUSV?

Veracity Capital LLC reported IUSV across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported IUSV position in Veracity Capital LLC's portfolio?

The largest reported portfolio weight for IUSV was 12.63% in 2025 Q1.

What is the latest reported IUSV position on this page?

The most recent filing on this page is 2025 Q4, when Veracity Capital LLC reported 404,951 shares, equal to 12.22% of portfolio, with an estimated market value of $41.5M.

What does the chart on this IUSV ownership page compare?

The chart compares Veracity Capital LLC's quarterly IUSV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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