VP
IWD icon

Verum Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Verum Partners’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.54M Sell
6,355
-90
-1% -$21K 0.23% 60
2026
Q1 		$1.38M Sell
6,445
-24
-0.4% -$5.26K 0.26% 57
2025
Q4 		$1.36M Sell
6,469
-246
-4% -$50.8K 0.27% 55
2025
Q3 		$1.37M Sell
6,715
-231
-3% -$46K 0.29% 54
2025
Q2 		$1.35M Sell
6,946
-108
-2% -$20K 0.31% 54
2025
Q1 		$1.33M Sell
7,054
-138
-2% -$26.3K 0.36% 49
2024
Q4 		$1.33M Sell
7,192
-754
-9% -$145K 0.38% 50
2024
Q3 		$1.51M Sell
7,946
-3,422
-30% -$623K 0.44% 46
2024
Q2 		$1.98M Sell
11,368
-1,313
-10% -$230K 0.64% 35
2024
Q1 		$2.27M Sell
12,681
-5,028
-28% -$851K 0.81% 31
2023
Q4 		$2.93M Sell
17,709
-3,088
-15% -$477K 1.16% 23
2023
Q3 		$3.16M Buy
20,797
+19,528
+1,539% +$3.1M 1.41% 19
2023
Q2 		$200K Sell
1,269
-53
-4% -$8.1K 0.18% 105
2023
Q1 		$201K Sell
1,322
-793
-37% -$122K 0.22% 64
2022
Q4 		$321K Buy
+2,115
New +$317K 0.39% 49

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Verum Partners's IWD Position: Q2 2026 in Review

Verum Partners reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.4% in Q2 2026, selling an estimated $21K and leaving 6,355 shares worth $1.54M. The position accounts for 0.23% of the portfolio, ranked #60.

Verum Partners first reported a position in IWD in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.16M in Q3 2023. 546 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Verum Partners held 6,355 shares of iShares Russell 1000 Value ETF worth $1.54M as of Q2 2026.
  • Verum Partners sold 90 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $21K.
  • iShares Russell 1000 Value ETF made up 0.23% of Verum Partners's portfolio in Q2 2026, its #60 holding.
  • Verum Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Verum Partners's iShares Russell 1000 Value ETF position peaked at $3.16M in Q3 2023.
  • 546 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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