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Verum Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Verum Partners’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.22M Sell
4,073
-450
-10% -$126K 0.18% 68
2026
Q1 		$1.12M Buy
4,523
+172
+4% +$44.4K 0.21% 62
2025
Q4 		$1.07M Buy
4,351
+30
+0.7% +$7.38K 0.22% 63
2025
Q3 		$1.05M Buy
4,321
+32
+0.7% +$7.34K 0.22% 63
2025
Q2 		$926K Buy
4,289
+8
+0.2% +$1.61K 0.21% 65
2025
Q1 		$854K Buy
4,281
+5
+0.1% +$1.08K 0.23% 58
2024
Q4 		$945K Sell
4,276
-1
-0% -$228 0.27% 59
2024
Q3 		$945K Sell
4,277
-423
-9% -$90.5K 0.28% 58
2024
Q2 		$954K Sell
4,700
-590
-11% -$119K 0.31% 54
2024
Q1 		$1.11M Sell
5,290
-445
-8% -$88.8K 0.4% 51
2023
Q4 		$1.15M Sell
5,735
-200
-3% -$35.8K 0.46% 49
2023
Q3 		$1.05M Buy
+5,935
New +$1.11M 0.47% 50

Other funds holding IWM

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Verum Partners's IWM Position: Q2 2026 in Review

Verum Partners reduced its iShares Russell 2000 ETF (IWM) stake by 9.9% in Q2 2026, selling an estimated $126K and leaving 4,073 shares worth $1.22M. The position accounts for 0.18% of the portfolio, ranked #68.

Verum Partners first reported a position in IWM in Q3 2023 and has held it in 12 quarters since. 738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Verum Partners held 4,073 shares of iShares Russell 2000 ETF worth $1.22M as of Q2 2026.
  • Verum Partners sold 450 iShares Russell 2000 ETF shares in Q2 2026, an estimated $126K.
  • iShares Russell 2000 ETF made up 0.18% of Verum Partners's portfolio in Q2 2026, its #68 holding.
  • Verum Partners first reported a position in iShares Russell 2000 ETF in Q3 2023 and has held it in 12 quarters since.
  • 738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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