Veracity Capital’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Veracity Capital’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$568K	Buy	3,832 +2	+0.1%	+$274	0.15%	127
2026 Q1	$476K	Sell	3,830 -157	-4%	-$19.9K	0.17%	125
2025 Q4	$479K	Sell	3,987 -19,888	-83%	-$2.38M	0.14%	146
2025 Q3	$2.84M	Sell	23,875 -1,299	-5%	-$149K	0.9%	11
2025 Q2	$2.75M	Buy	25,174 +2,174	+9%	+$225K	0.94%	12
2025 Q1	$2.41M	Buy	23,000 +1,394	+6%	+$157K	0.93%	12
2024 Q4	$2.49M	Buy	21,606 +205	+1%	+$24.5K	0.9%	14
2024 Q3	$2.5M	Buy	21,401 +144	+0.7%	+$16.3K	0.95%	15
2024 Q2	$2.27M	Sell	21,257 -5,958	-22%	-$637K	0.94%	17
2024 Q1	$3.01M	Sell	27,215 -215,564	-89%	-$22.9M	1.17%	11
2023 Q4	$26.3M	Buy	242,779 +13,619	+6%	+$1.31M	10.53%	3
2023 Q3	$21.6M	Buy	229,160 +35,017	+18%	+$3.5M	10.03%	3
2023 Q2	$19.3M	Buy	194,143 +189,350	+3,951%	+$18M	8.21%	3
2023 Q1	$464K	Sell	4,793 -2,286	-32%	-$229K	0.21%	109
2022 Q4	$670K	Buy	7,079 +934	+15%	+$89.6K	0.32%	71
2022 Q3	$536K	Buy	6,145 +963	+19%	+$93.5K	0.29%	81
2022 Q2	$479K	Sell	5,182 -1,359	-21%	-$135K	0.25%	94
2022 Q1	$706K	Sell	6,541 -674	-9%	-$72.7K	0.29%	85
2021 Q4	$826K	Sell	7,215 -217	-3%	-$24.7K	0.33%	77
2021 Q3	$812K	Sell	7,432 -1,088	-13%	-$120K	0.35%	77
2021 Q2	$963K	Sell	8,520 -8,680	-50%	-$968K	0.22%	96
2021 Q1	$1.87M	Buy	17,200 +4,276	+33%	+$448K	0.4%	72
2020 Q4	$1.19M	Sell	12,924 -8,168	-39%	-$671K	0.3%	101
2020 Q3	$1.48M	Buy	21,092 +2,788	+15%	+$200K	0.4%	81
2020 Q2	$1.25M	Buy	18,304 +9,986	+120%	+$630K	0.35%	81
2020 Q1	$467K	Sell	8,318 -2,109	-20%	-$157K	0.13%	117
2019 Q4	$874K	Buy	+10,427	New	+$839K	0.23%	98

Other funds holding IJR

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Veracity Capital's IJR Position: Q2 2026 in Review

Veracity Capital increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.05% in Q2 2026, buying an estimated $274 and bringing the position to 3,832 shares worth $568K. The position accounts for 0.15% of the portfolio, ranked #127.

Veracity Capital first reported a position in IJR in Q4 2019 and has held it in 27 quarters since. The position peaked at $26.3M in Q4 2023. 1,062 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Veracity Capital held 3,832 shares of iShares Core S&P Small-Cap ETF worth $568K as of Q2 2026.
Veracity Capital bought 2 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $274.
iShares Core S&P Small-Cap ETF made up 0.15% of Veracity Capital's portfolio in Q2 2026, its #127 holding.
Veracity Capital first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
Veracity Capital's iShares Core S&P Small-Cap ETF position peaked at $26.3M in Q4 2023.
1,062 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Veracity Capital's 13F filing for Q2 2026, filed 13 Jul 2026.