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

Verus Capital 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 Q1	$427K	Buy	1,998 +5	+0.3%	+$1.09K	0.03%	294
2025 Q4	$419K	Buy	1,993 +2	+0.1%	+$413	0.03%	300
2025 Q3	$405K	Sell	1,991 -103	-5%	-$20.5K	0.03%	274
2025 Q2	$407K	Buy	2,094 +986	+89%	+$183K	0.04%	242
2025 Q1	$209K	Buy	+1,108	New	+$211K	0.02%	346
2020 Q1	$106K	Sell	1,064 -1,049	-50%	-$131K	0.03%	298
2019 Q4	$288K	Buy	+2,113	New	+$279K	0.09%	173

Other funds holding IWD

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Verus Capital Partners's IWD Position: Q1 2026 in Review

Verus Capital Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 0.25% in Q1 2026, buying an estimated $1.09K and bringing the position to 1,998 shares worth $427K. The position accounts for 0.03% of the portfolio, ranked #294.

Verus Capital Partners first reported a position in IWD in Q4 2019 and has held it in 7 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Verus Capital Partners held 1,998 shares of iShares Russell 1000 Value ETF worth $427K as of Q1 2026.
Verus Capital Partners bought 5 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $1.09K.
iShares Russell 1000 Value ETF made up 0.03% of Verus Capital Partners's portfolio in Q1 2026, its #294 holding.
Verus Capital Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 7 quarters since.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Verus Capital Partners's 13F filing for Q1 2026, filed 22 May 2026.