Verus Financial Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Verus Financial Partners’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,217	Closed	-$207K	–	104
2023 Q3	$207K	Buy	1,217 +6	+0.5%	+$1.13K	0.03%	101
2023 Q2	$236K	Buy	1,211 +3	+0.2%	+$535	0.03%	95
2023 Q1	$206K	Buy	1,208 +4	+0.3%	+$736	0.03%	99
2022 Q4	$230K	Buy	1,204 +6	+0.5%	+$1.07K	0.03%	90
2022 Q3	$209K	Buy	1,198 +1	+0.1%	+$182	0.03%	98
2022 Q2	$218K	Sell	1,197 -89	-7%	-$16.4K	0.03%	91
2022 Q1	$253K	Buy	+1,286	New	+$262K	0.04%	81
2020 Q4	–	Sell	-20,068	Closed	-$3.01M	–	140
2020 Q3	$3.01M	Buy	+20,068	New	+$3.02M	1.1%	16

Other funds holding IWM

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

Bank of America

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Rafferty Asset Management

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Empower Advisory Group

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return