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 Q2	$2.45M	Buy	10,118 +8,120	+406%	+$1.89M	0.13%	112
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 $1.55T AUM 33.47% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Verus Capital Partners's IWD Position: Q2 2026 in Review

Verus Capital Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 406% in Q2 2026, buying an estimated $1.89M and bringing the position to 10,118 shares worth $2.45M. The position accounts for 0.13% of the portfolio, ranked #112.

Verus Capital Partners first reported a position in IWD in Q4 2019 and has held it in 8 quarters since. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Verus Capital Partners held 10,118 shares of iShares Russell 1000 Value ETF worth $2.45M as of Q2 2026.
Verus Capital Partners bought 8,120 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $1.89M.
iShares Russell 1000 Value ETF made up 0.13% of Verus Capital Partners's portfolio in Q2 2026, its #112 holding.
Verus Capital Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 8 quarters since.
1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Verus Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.