Verus Capital Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Verus Capital 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	$1.25M	Sell	4,163 -50	-1%	-$14.1K	0.07%	170
2026 Q1	$1.04M	Sell	4,213 -1,791	-30%	-$462K	0.07%	164
2025 Q4	$1.48M	Sell	6,004 -292	-5%	-$71.8K	0.1%	136
2025 Q3	$1.52M	Buy	6,296 +917	+17%	+$210K	0.12%	115
2025 Q2	$1.16M	Sell	5,379 -20	-0.4%	-$4.03K	0.1%	127
2025 Q1	$1.08M	Buy	5,399 +1,915	+55%	+$415K	0.11%	123
2024 Q4	$770K	Buy	3,484 +748	+27%	+$171K	0.07%	155
2024 Q3	$604K	Sell	2,736 -801	-23%	-$171K	0.06%	172
2024 Q2	$718K	Buy	3,537 +277	+8%	+$56K	0.07%	151
2024 Q1	$686K	Buy	3,260 +2,038	+167%	+$407K	0.08%	150
2023 Q4	$245K	Sell	1,222 -92	-7%	-$16.5K	0.03%	269
2023 Q3	$232K	Buy	+1,314	New	+$247K	0.03%	257
2022 Q4	–	Sell	-1,785	Closed	-$294K	–	283
2022 Q3	$294K	Buy	+1,785	New	+$326K	0.06%	205
2022 Q2	–	Sell	-1,010	Closed	-$206K	–	309
2022 Q1	$206K	Buy	+1,010	New	+$206K	0.03%	304
2020 Q1	$16K	Sell	141 -371	-72%	-$55.3K	0.01%	867
2019 Q4	$85K	Buy	+512	New	+$80.9K	0.03%	424

Other funds holding IWM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Verus Capital Partners reduced its iShares Russell 2000 ETF (IWM) stake by 1.2% in Q2 2026, selling an estimated $14.1K and leaving 4,163 shares worth $1.25M. The position accounts for 0.07% of the portfolio, ranked #170.

Verus Capital Partners first reported a position in IWM in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.52M in Q3 2025. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Verus Capital Partners held 4,163 shares of iShares Russell 2000 ETF worth $1.25M as of Q2 2026.
Verus Capital Partners sold 50 iShares Russell 2000 ETF shares in Q2 2026, an estimated $14.1K.
iShares Russell 2000 ETF made up 0.07% of Verus Capital Partners's portfolio in Q2 2026, its #170 holding.
Verus Capital Partners first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 16 quarters since.
Verus Capital Partners's iShares Russell 2000 ETF position peaked at $1.52M in Q3 2025.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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