Ownership history in VERITY Wealth Advisors · 29 quarters on record
This page tracks every 13F SEC filing in which VERITY Wealth Advisors reported a position in ISHARES S&P 500 INDEX (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | UNCHANGED | 37,850 | — | 0% | 16.09% | $25.9M | $683.12 |
| 2025 Q3 | UNCHANGED | 37,850 | — | 0% | 16.00% | $25.3M | $665.17 |
| 2025 Q2 | REDUCED | 37,850 | -34 | -0.1% | 15.79% | $23.5M | $615.21 |
| 2025 Q1 | UNCHANGED | 37,884 | — | 0% | 15.78% | $21.3M | $555.02 |
| 2024 Q4 | UNCHANGED | 37,884 | — | 0% | 16.10% | $22.3M | $579.67 |
| 2024 Q3 | REDUCED | 37,884 | -65 | -0.2% | 15.36% | $21.9M | $566.00 |
| 2024 Q2 | REDUCED | 37,949 | -86 | -0.2% | 15.56% | $20.8M | $534.89 |
| 2024 Q1 | REDUCED | 38,035 | -59 | -0.2% | 15.34% | $20.0M | $512.33 |
| 2023 Q4 | REDUCED | 38,094 | -155 | -0.4% | 15.64% | $18.2M | $463.98 |
| 2023 Q3 | ADDED | 38,249 | +74 | +0.2% | 15.46% | $16.4M | $415.48 |
As of 2025 Q4 — sorted by position size