Veracity Capital
IJR icon

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
Q3 		$516K Sell
3,794
-38
-1% -$5.5K 0.14% 128
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
-80
-0.9% -$8.92K 0.22% 96
2021
Q1 		$933K Buy
8,600
+2,138
+33% +$224K 0.43% 70
2020
Q4 		$594K Sell
6,462
-4,084
-39% -$336K 0.31% 99
2020
Q3 		$741K Buy
10,546
+1,394
+15% +$100K 0.42% 79
2020
Q2 		$625K Buy
9,152
+834
+10% +$52.7K 0.36% 79
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

Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Veracity Capital's IJR Position: Q3 2026 in Review

Veracity Capital reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.99% in Q3 2026, selling an estimated $5.5K and leaving 3,794 shares worth $516K. The position accounts for 0.14% of the portfolio, ranked #128.

Veracity Capital first reported a position in IJR in Q4 2019 and has held it in 28 quarters since. The position peaked at $26.3M in Q4 2023. 1,019 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Veracity Capital held 3,794 shares of iShares Core S&P Small-Cap ETF worth $516K as of Q3 2026.
  • Veracity Capital sold 38 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $5.5K.
  • iShares Core S&P Small-Cap ETF made up 0.14% of Veracity Capital's portfolio in Q3 2026, its #128 holding.
  • Veracity Capital first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 28 quarters since.
  • Veracity Capital's iShares Core S&P Small-Cap ETF position peaked at $26.3M in Q4 2023.
  • 1,019 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Veracity Capital's 13F filing for Q3 2026, filed 8 Oct 2026.