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

Verus Capital Partners’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$874K Buy
2,786
+290
+12% +$96.5K 0.06% 185
2025
Q4 		$806K Sell
2,496
-129
-5% -$42K 0.05% 193
2025
Q3 		$840K Buy
2,625
+25
+1% +$7.54K 0.07% 167
2025
Q2 		$743K Buy
2,600
+27
+1% +$7.11K 0.07% 165
2025
Q1 		$657K Sell
2,573
-568
-18% -$160K 0.07% 168
2024
Q4 		$904K Sell
3,141
-168
-5% -$49.7K 0.09% 139
2024
Q3 		$940K Sell
3,309
-2,226
-40% -$610K 0.09% 134
2024
Q2 		$1.45M Sell
5,535
-314
-5% -$81.5K 0.15% 97
2024
Q1 		$1.58M Sell
5,849
-1,929
-25% -$493K 0.17% 85
2023
Q4 		$1.96M Sell
7,778
-3,638
-32% -$820K 0.24% 65
2023
Q3 		$2.56M Buy
11,416
+1,044
+10% +$250K 0.36% 46
2023
Q2 		$2.52M Buy
10,372
+1,391
+15% +$319K 0.36% 46
2023
Q1 		$2.04M Buy
8,981
+1,226
+16% +$280K 0.32% 53
2022
Q4 		$1.66M Buy
7,755
+2,997
+63% +$657K 0.31% 54
2022
Q3 		$983K Buy
4,758
+1,261
+36% +$284K 0.19% 85
2022
Q2 		$723K Buy
3,497
+2,058
+143% +$459K 0.14% 112
2022
Q1 		$315K Buy
+1,439
New +$368K 0.05% 233

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Verus Capital Partners increased its iShares Russell 2000 Growth ETF (IWO) stake by 12% in Q1 2026, buying an estimated $96.5K and bringing the position to 2,786 shares worth $874K. The position accounts for 0.06% of the portfolio, ranked #185.

Verus Capital Partners first reported a position in IWO in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.56M in Q3 2023. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Verus Capital Partners held 2,786 shares of iShares Russell 2000 Growth ETF worth $874K as of Q1 2026.
  • Verus Capital Partners bought 290 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $96.5K.
  • iShares Russell 2000 Growth ETF made up 0.06% of Verus Capital Partners's portfolio in Q1 2026, its #185 holding.
  • Verus Capital Partners first reported a position in iShares Russell 2000 Growth ETF in Q1 2022 and has held it in 17 quarters since.
  • Verus Capital Partners's iShares Russell 2000 Growth ETF position peaked at $2.56M in Q3 2023.
  • 1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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