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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-4,886	Closed	-$811K	–	106
2021 Q4	$811K	Buy	4,886 +26	+0.5%	+$4.33K	0.11%	39
2021 Q3	$805K	Buy	4,860 +22	+0.5%	+$3.53K	0.12%	39
2021 Q2	$762K	Buy	4,838 +224	+5%	+$36.9K	0.12%	38
2021 Q1	$737K	Buy	4,614 +11	+0.2%	+$1.66K	0.12%	37
2020 Q4	$606K	Buy	+4,603	New	+$543K	0.1%	36
2020 Q3	–	Sell	-4,554	Closed	-$444K	–	191
2020 Q2	$444K	Buy	4,554 +21	+0.5%	+$1.91K	0.1%	39
2020 Q1	$372K	Buy	+4,533	New	+$509K	0.11%	43

Other funds holding IWN

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Verus Financial Partners's IWN Position: Q1 2022 in Review

Verus Financial Partners sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2022, closing a stake of 4,886 shares — an estimated $811K sold.

Verus Financial Partners first reported a position in IWN in Q1 2020 and held it in 7 quarters. The position peaked at $811K in Q4 2021. 916 funds tracked by Wall St. Rank hold IWN as of Q1 2022.

Verus Financial Partners reported no remaining iShares Russell 2000 Value ETF position as of Q1 2022 after selling out during the quarter.
Verus Financial Partners sold 4,886 iShares Russell 2000 Value ETF shares in Q1 2022, an estimated $811K.
Verus Financial Partners first reported a position in iShares Russell 2000 Value ETF in Q1 2020 and held it in 7 quarters.
Verus Financial Partners's iShares Russell 2000 Value ETF position peaked at $811K in Q4 2021.
916 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2022.

Based on Verus Financial Partners's 13F filing for Q1 2022, filed 15 Apr 2022.