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Verus Financial Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Verus Financial Partners’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.23M Buy
9,203
+1
+0% +$233 0.19% 32
2026
Q1 		$2.07M Buy
9,202
+1
+0% +$219 0.19% 35
2025
Q4 		$2.02M Sell
9,201
-1,534
-14% -$317K 0.19% 34
2025
Q3 		$2.19M Buy
10,735
+1
+0% +$199 0.21% 31
2025
Q2 		$2.11M Buy
10,734
+1
+0% +$185 0.21% 28
2025
Q1 		$1.91M Buy
10,733
+1
+0% +$190 0.22% 26
2024
Q4 		$1.97M Buy
10,732
+1
+0% +$192 0.22% 25
2024
Q3 		$2.03M Buy
10,731
+2
+0% +$364 0.22% 26
2024
Q2 		$1.87M Buy
10,729
+1
+0% +$175 0.22% 27
2024
Q1 		$1.92M Buy
10,728
+1
+0% +$169 0.23% 27
2023
Q4 		$1.78M Buy
10,727
+2
+0% +$309 0.22% 26
2023
Q3 		$1.61M Buy
10,725
+1
+0% +$159 0.21% 27
2023
Q2 		$1.75M Sell
10,724
-135
-1% -$20.6K 0.22% 29
2023
Q1 		$1.62M Buy
10,859
+12
+0.1% +$1.85K 0.22% 30
2022
Q4 		$1.73M Sell
10,847
-144
-1% -$21.6K 0.24% 28
2022
Q3 		$1.57M Buy
10,991
+15
+0.1% +$2.25K 0.24% 22
2022
Q2 		$1.65M Sell
10,976
-131
-1% -$20.5K 0.24% 23
2022
Q1 		$1.83M Buy
11,107
+149
+1% +$24.5K 0.26% 21
2021
Q4 		$1.84M Buy
10,958
+10
+0.1% +$1.64K 0.24% 23
2021
Q3 		$1.78M Sell
10,948
-153
-1% -$24.5K 0.27% 22
2021
Q2 		$1.74M Sell
11,101
-399
-3% -$63.2K 0.27% 23
2021
Q1 		$1.77M Buy
11,500
+286
+3% +$41.4K 0.28% 21
2020
Q4 		$1.53M Buy
+11,214
New +$1.44M 0.26% 21
2020
Q3 		– Sell
-2,789
Closed -$314K – 190
2020
Q2 		$314K Buy
2,789
+17
+0.6% +$1.87K 0.07% 55
2020
Q1 		$275K Sell
2,772
-183
-6% -$22.8K 0.08% 55
2019
Q4 		$403K Buy
2,955
+469
+19% +$61.8K 0.12% 46
2019
Q3 		$319K Buy
2,486
+16
+0.6% +$2.03K 0.1% 46
2019
Q2 		$314K Buy
2,470
+14
+0.6% +$1.75K 0.11% 42
2019
Q1 		$303K Sell
2,456
-128
-5% -$15.4K 0.11% 38
2018
Q4 		$327K Hold
2,584
– – 0.12% 35
2018
Q3 		$327K Buy
2,584
+32
+1% +$4.02K 0.12% 35
2018
Q2 		$310K Sell
2,552
-214
-8% -$26K 0.12% 35
2018
Q1 		$332K Sell
2,766
-7,029
-72% -$876K 0.13% 36
2017
Q4 		$528K Buy
9,795
+7,058
+258% +$855K 0.19% 24
2017
Q3 		$324K Buy
2,737
+32
+1% +$3.73K 0.13% 35
2017
Q2 		$315K Sell
2,705
-164
-6% -$18.9K 0.13% 36
2017
Q1 		$330K Buy
+2,869
New +$329K 0.14% 34

Other funds holding IWD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Verus Financial Partners's IWD Position: Q2 2026 in Review

Verus Financial Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 0.01% in Q2 2026, buying an estimated $233 and bringing the position to 9,203 shares worth $2.23M. The position accounts for 0.19% of the portfolio, ranked #32.

Verus Financial Partners first reported a position in IWD in Q1 2017 and has held it in 37 quarters since. 1,077 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Verus Financial Partners held 9,203 shares of iShares Russell 1000 Value ETF worth $2.23M as of Q2 2026.
  • Verus Financial Partners bought 1 iShares Russell 1000 Value ETF share in Q2 2026, an estimated $233.
  • iShares Russell 1000 Value ETF made up 0.19% of Verus Financial Partners's portfolio in Q2 2026, its #32 holding.
  • Verus Financial Partners first reported a position in iShares Russell 1000 Value ETF in Q1 2017 and has held it in 37 quarters since.
  • 1,077 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Verus Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.