VCP
IWM icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Verus Capital Partners reduced its iShares Russell 2000 ETF (IWM) stake by 30% in Q1 2026, selling an estimated $462K and leaving 4,213 shares worth $1.04M. The position accounts for 0.07% of the portfolio, ranked #164.

Verus Capital Partners first reported a position in IWM in Q4 2019 and has held it in 15 quarters since. The position peaked at $1.52M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Verus Capital Partners held 4,213 shares of iShares Russell 2000 ETF worth $1.04M as of Q1 2026.
  • Verus Capital Partners sold 1,791 iShares Russell 2000 ETF shares in Q1 2026, an estimated $462K.
  • iShares Russell 2000 ETF made up 0.07% of Verus Capital Partners's portfolio in Q1 2026, its #164 holding.
  • Verus Capital Partners first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 15 quarters since.
  • Verus Capital Partners's iShares Russell 2000 ETF position peaked at $1.52M in Q3 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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