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

Verus Capital Partners’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$528K Sell
2,787
-44
-2% -$8.52K 0.04% 254
2025
Q4 		$513K Sell
2,831
-426
-13% -$76.5K 0.03% 263
2025
Q3 		$576K Sell
3,257
-199
-6% -$33.6K 0.04% 212
2025
Q2 		$545K Sell
3,456
-86
-2% -$12.8K 0.05% 197
2025
Q1 		$535K Sell
3,542
-946
-21% -$153K 0.05% 195
2024
Q4 		$729K Sell
4,488
-438
-9% -$74.7K 0.07% 158
2024
Q3 		$822K Sell
4,926
-4,254
-46% -$691K 0.08% 144
2024
Q2 		$1.4M Sell
9,180
-881
-9% -$135K 0.14% 99
2024
Q1 		$1.6M Sell
10,061
-3,437
-25% -$521K 0.18% 84
2023
Q4 		$2.1M Sell
13,498
-6,121
-31% -$848K 0.26% 62
2023
Q3 		$2.66M Buy
19,619
+1,721
+10% +$247K 0.37% 45
2023
Q2 		$2.52M Buy
17,898
+2,932
+20% +$396K 0.36% 45
2023
Q1 		$2.05M Buy
14,966
+2,003
+15% +$290K 0.32% 52
2022
Q4 		$1.8M Buy
12,963
+4,858
+60% +$686K 0.34% 48
2022
Q3 		$1.04M Buy
8,105
+2,219
+38% +$321K 0.2% 80
2022
Q2 		$802K Buy
5,886
+3,148
+115% +$468K 0.16% 104
2022
Q1 		$413K Buy
+2,738
New +$437K 0.06% 213
2020
Q1 		– Sell
-100
Closed -$13K – 1541
2019
Q4 		$13K Buy
+100
New +$12.4K ﹤0.01% 1040

Other funds holding IWN

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Verus Capital Partners reduced its iShares Russell 2000 Value ETF (IWN) stake by 1.6% in Q1 2026, selling an estimated $8.52K and leaving 2,787 shares worth $528K. The position accounts for 0.04% of the portfolio, ranked #254.

Verus Capital Partners first reported a position in IWN in Q4 2019 and has held it in 18 quarters since. The position peaked at $2.66M in Q3 2023. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Verus Capital Partners held 2,787 shares of iShares Russell 2000 Value ETF worth $528K as of Q1 2026.
  • Verus Capital Partners sold 44 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $8.52K.
  • iShares Russell 2000 Value ETF made up 0.04% of Verus Capital Partners's portfolio in Q1 2026, its #254 holding.
  • Verus Capital Partners first reported a position in iShares Russell 2000 Value ETF in Q4 2019 and has held it in 18 quarters since.
  • Verus Capital Partners's iShares Russell 2000 Value ETF position peaked at $2.66M in Q3 2023.
  • 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

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