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Verum Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Verum Partners’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$889K Buy
2,171
+2
+0.1% +$793 0.13% 88
2026
Q1 		$773K Sell
2,169
-104
-5% -$38.8K 0.15% 86
2025
Q4 		$849K Sell
2,273
-7
-0.3% -$2.59K 0.17% 70
2025
Q3 		$833K Buy
2,280
+2
+0.1% +$704 0.18% 69
2025
Q2 		$774K Buy
2,278
+2
+0.1% +$628 0.18% 72
2025
Q1 		$698K Buy
2,276
+16
+0.7% +$5.17K 0.19% 65
2024
Q4 		$728K Buy
2,260
+9
+0.4% +$2.92K 0.21% 67
2024
Q3 		$708K Buy
2,251
+3
+0.1% +$909 0.21% 69
2024
Q2 		$669K Buy
2,248
+1
+0% +$287 0.22% 69
2024
Q1 		$647K Buy
2,247
+534
+31% +$146K 0.23% 67
2023
Q4 		$449K Sell
1,713
-1,068
-38% -$261K 0.18% 82
2023
Q3 		$653K Hold
2,781
– – 0.29% 66
2023
Q2 		$678K Sell
2,781
-227
-8% -$52.3K 0.62% 36
2023
Q1 		$678K Buy
3,008
+24
+0.8% +$5.28K 0.72% 33
2022
Q4 		$628K Buy
+2,984
New +$632K 0.77% 33

Other funds holding IWB

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Verum Partners's IWB Position: Q2 2026 in Review

Verum Partners increased its iShares Russell 1000 ETF (IWB) stake by 0.09% in Q2 2026, buying an estimated $793 and bringing the position to 2,171 shares worth $889K. The position accounts for 0.13% of the portfolio, ranked #88.

Verum Partners first reported a position in IWB in Q4 2022 and has held it in 15 quarters since. 408 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Verum Partners held 2,171 shares of iShares Russell 1000 ETF worth $889K as of Q2 2026.
  • Verum Partners bought 2 iShares Russell 1000 ETF shares in Q2 2026, an estimated $793.
  • iShares Russell 1000 ETF made up 0.13% of Verum Partners's portfolio in Q2 2026, its #88 holding.
  • Verum Partners first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 15 quarters since.
  • 408 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.