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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
Q2 		$983K Sell
2,496
-290
-10% -$106K 0.05% 199
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Verus Capital Partners reduced its iShares Russell 2000 Growth ETF (IWO) stake by 10% in Q2 2026, selling an estimated $106K and leaving 2,496 shares worth $983K. The position accounts for 0.05% of the portfolio, ranked #199.

Verus Capital Partners first reported a position in IWO in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.56M in Q3 2023. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Verus Capital Partners held 2,496 shares of iShares Russell 2000 Growth ETF worth $983K as of Q2 2026.
  • Verus Capital Partners sold 290 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $106K.
  • iShares Russell 2000 Growth ETF made up 0.05% of Verus Capital Partners's portfolio in Q2 2026, its #199 holding.
  • Verus Capital Partners first reported a position in iShares Russell 2000 Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • Verus Capital Partners's iShares Russell 2000 Growth ETF position peaked at $2.56M in Q3 2023.
  • 1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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