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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Verus Financial Partners's IWM Position: Q4 2023 in Review

Verus Financial Partners sold out of iShares Russell 2000 ETF (IWM) in Q4 2023, closing a stake of 1,217 shares — an estimated $207K sold.

Verus Financial Partners first reported a position in IWM in Q3 2020 and held it in 8 quarters. The position peaked at $3.01M in Q3 2020. 2,215 funds tracked by Wall St. Rank hold IWM as of Q4 2023.

Verus Financial Partners reported no remaining iShares Russell 2000 ETF position as of Q4 2023 after selling out during the quarter.
Verus Financial Partners sold 1,217 iShares Russell 2000 ETF shares in Q4 2023, an estimated $207K.
Verus Financial Partners first reported a position in iShares Russell 2000 ETF in Q3 2020 and held it in 8 quarters.
Verus Financial Partners's iShares Russell 2000 ETF position peaked at $3.01M in Q3 2020.
2,215 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2023.

Based on Verus Financial Partners's 13F filing for Q4 2023, filed 7 Feb 2024.