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 Q3	$236K	Buy	4,889 +5	+0.1%	+$256	0.06%	202
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

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Veracity Capital's XJR Position: Q3 2026 in Review

Veracity Capital increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 0.1% in Q3 2026, buying an estimated $256 and bringing the position to 4,889 shares worth $236K. The position accounts for 0.06% of the portfolio, ranked #202.

Veracity Capital first reported a position in XJR in Q1 2023 and has held it in 12 quarters since. The position peaked at $282K in Q3 2024. 19 funds tracked by Wall St. Rank hold XJR as of Q3 2026.

Veracity Capital held 4,889 shares of iShares ESG Screened S&P Small-Cap ETF worth $236K as of Q3 2026.
Veracity Capital bought 5 iShares ESG Screened S&P Small-Cap ETF shares in Q3 2026, an estimated $256.
iShares ESG Screened S&P Small-Cap ETF made up 0.06% of Veracity Capital's portfolio in Q3 2026, its #202 holding.
Veracity Capital first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2023 and has held it in 12 quarters since.
Veracity Capital's iShares ESG Screened S&P Small-Cap ETF position peaked at $282K in Q3 2024.
19 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q3 2026.

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