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Veracity Capital’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Veracity Capital’s Portfolio XJR Stock Details XJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$258K Buy
+4,884
New +$237K 0.07% 195
2025
Q3 		– Sell
-6,803
Closed -$269K – 265
2025
Q2 		$269K Buy
6,803
+36
+0.5% +$1.34K 0.09% 197
2025
Q1 		$255K Hold
6,767
– – 0.1% 191
2024
Q4 		$278K Buy
6,767
+29
+0.4% +$1.24K 0.1% 185
2024
Q3 		$282K Buy
6,738
+8
+0.1% +$322 0.11% 172
2024
Q2 		$255K Sell
6,730
-54
-0.8% -$2.05K 0.11% 170
2024
Q1 		$266K Hold
6,784
– – 0.1% 180
2023
Q4 		$260K Buy
6,784
+6
+0.1% +$204 0.1% 173
2023
Q3 		$224K Hold
6,778
– – 0.1% 172
2023
Q2 		$237K Buy
6,778
+351
+5% +$11.7K 0.1% 190
2023
Q1 		$218K Buy
+6,427
New +$225K 0.1% 186

Other funds holding XJR

HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return
B
Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Veracity Capital's XJR Position: Q2 2026 in Review

Veracity Capital opened a new position in iShares ESG Screened S&P Small-Cap ETF (XJR) in Q2 2026: 4,884 shares worth $258K. The stake represents 0.07% of the portfolio and ranks #195 among its holdings. This is a return to the name: Veracity Capital previously reported a position in XJR as recently as Q2 2025.

Veracity Capital first reported a position in XJR in Q1 2023 and has held it in 11 quarters since. The position peaked at $282K in Q3 2024. 20 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

  • Veracity Capital held 4,884 shares of iShares ESG Screened S&P Small-Cap ETF worth $258K as of Q2 2026.
  • iShares ESG Screened S&P Small-Cap ETF was a new Veracity Capital position in Q2 2026.
  • iShares ESG Screened S&P Small-Cap ETF made up 0.07% of Veracity Capital's portfolio in Q2 2026, its #195 holding.
  • Veracity Capital first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2023 and has held it in 11 quarters since.
  • Veracity Capital's iShares ESG Screened S&P Small-Cap ETF position peaked at $282K in Q3 2024.
  • 20 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

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