Verum Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Verum Partners’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.05M	Hold	5,539	–	–	0.39%	44
2025 Q4	$2.14M	Hold	5,539	–	–	0.43%	43
2025 Q3	$2.1M	Hold	5,539	–	–	0.45%	42
2025 Q2	$1.94M	Hold	5,539	–	–	0.45%	43
2025 Q1	$1.76M	Hold	5,539	–	–	0.47%	41
2024 Q4	$1.85M	Hold	5,539	–	–	0.53%	39
2024 Q3	$1.81M	Hold	5,539	–	–	0.53%	40
2024 Q2	$1.71M	Hold	5,539	–	–	0.55%	38
2024 Q1	$1.66M	Hold	5,539	–	–	0.59%	43
2023 Q4	$1.52M	Sell	5,539 -200	-3%	-$51K	0.6%	45
2023 Q3	$1.41M	Hold	5,739	–	–	0.63%	45
2023 Q2	$1.46M	Hold	5,739	–	–	1.33%	22
2023 Q1	$1.35M	Hold	5,739	–	–	1.44%	21
2022 Q4	$1.27M	Buy	+5,739	New	+$1.28M	1.56%	20

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

UMC

UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Verum Partners's IWV Position: Q1 2026 in Review

Verum Partners held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 5,539 shares worth $2.05M. The position accounts for 0.39% of the portfolio, ranked #44.

Verum Partners first reported a position in IWV in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.14M in Q4 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Verum Partners held 5,539 shares of iShares Russell 3000 ETF worth $2.05M as of Q1 2026.
Verum Partners left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
iShares Russell 3000 ETF made up 0.39% of Verum Partners's portfolio in Q1 2026, its #44 holding.
Verum Partners first reported a position in iShares Russell 3000 ETF in Q4 2022 and has held it in 14 quarters since.
Verum Partners's iShares Russell 3000 ETF position peaked at $2.14M in Q4 2025.
866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Verum Partners's 13F filing for Q1 2026, filed 15 Apr 2026.