Verum Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History

Verum Partners’s Portfolio IWN Stock Details IWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$240K	Buy	1,086 +4	+0.4%	+$837	0.04%	176
2026 Q1	$205K	Sell	1,082 -606	-36%	-$117K	0.04%	169
2025 Q4	$306K	Buy	1,688 +9	+0.5%	+$1.62K	0.06%	131
2025 Q3	$297K	Buy	1,679 +7	+0.4%	+$1.18K	0.06%	133
2025 Q2	$264K	Buy	1,672 +7	+0.4%	+$1.04K	0.06%	144
2025 Q1	$251K	Buy	1,665 +4	+0.2%	+$646	0.07%	138
2024 Q4	$273K	Buy	1,661 +5	+0.3%	+$853	0.08%	133
2024 Q3	$276K	Sell	1,656 -78	-4%	-$12.7K	0.08%	130
2024 Q2	$264K	Sell	1,734 -676	-28%	-$103K	0.09%	128
2024 Q1	$383K	Sell	2,410 -734	-23%	-$111K	0.14%	96
2023 Q4	$488K	Sell	3,144 -200	-6%	-$27.7K	0.19%	80
2023 Q3	$453K	Buy	+3,344	New	+$479K	0.2%	78

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Verum Partners's IWN Position: Q2 2026 in Review

Verum Partners increased its iShares Russell 2000 Value ETF (IWN) stake by 0.37% in Q2 2026, buying an estimated $837 and bringing the position to 1,086 shares worth $240K. The position accounts for 0.04% of the portfolio, ranked #176.

Verum Partners first reported a position in IWN in Q3 2023 and has held it in 12 quarters since. The position peaked at $488K in Q4 2023. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Verum Partners held 1,086 shares of iShares Russell 2000 Value ETF worth $240K as of Q2 2026.
Verum Partners bought 4 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $837.
iShares Russell 2000 Value ETF made up 0.04% of Verum Partners's portfolio in Q2 2026, its #176 holding.
Verum Partners first reported a position in iShares Russell 2000 Value ETF in Q3 2023 and has held it in 12 quarters since.
Verum Partners's iShares Russell 2000 Value ETF position peaked at $488K in Q4 2023.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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