Verus Capital Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Verus Capital Partners’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$422K	Hold	1,139	–	–	0.03%	295
2025 Q4	$441K	Hold	1,139	–	–	0.03%	291
2025 Q3	$432K	Hold	1,139	–	–	0.03%	260
2025 Q2	$400K	Hold	1,139	–	–	0.04%	245
2025 Q1	$362K	Sell	1,139 -30	-3%	-$10.1K	0.04%	256
2024 Q4	$391K	Buy	+1,169	New	+$394K	0.04%	238
2020 Q1	$104K	Sell	702 -5	-0.7%	-$890	0.03%	304
2019 Q4	$133K	Buy	+707	New	+$127K	0.04%	304

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

UMC

UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Verus Capital Partners held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 1,139 shares worth $422K. The position accounts for 0.03% of the portfolio, ranked #295.

Verus Capital Partners first reported a position in IWV in Q4 2019 and has held it in 8 quarters since. The position peaked at $441K in Q4 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Verus Capital Partners held 1,139 shares of iShares Russell 3000 ETF worth $422K as of Q1 2026.
Verus Capital Partners left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
iShares Russell 3000 ETF made up 0.03% of Verus Capital Partners's portfolio in Q1 2026, its #295 holding.
Verus Capital Partners first reported a position in iShares Russell 3000 ETF in Q4 2019 and has held it in 8 quarters since.
Verus Capital Partners's iShares Russell 3000 ETF position peaked at $441K in Q4 2025.
866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

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