Verdence Capital Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Verdence Capital Advisors’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$623K	Sell	4,528 -37	-0.8%	-$4.89K	0.03%	391
2026 Q1	$516K	Sell	4,565 -268	-6%	-$32.2K	0.03%	426
2025 Q4	$596K	Sell	4,833 -101	-2%	-$12.4K	0.04%	377
2025 Q3	$615K	Sell	4,934 -153	-3%	-$17.6K	0.04%	387
2025 Q2	$560K	Sell	5,087 -107	-2%	-$10.6K	0.04%	378
2025 Q1	$482K	Sell	5,194 -230	-4%	-$23.2K	0.04%	399
2024 Q4	$551K	Buy	5,424 +951	+21%	+$94.9K	0.04%	341
2024 Q3	$428K	Sell	4,473 -350	-7%	-$32.3K	0.03%	400
2024 Q2	$446K	Buy	4,823 +1	+0%	+$86	0.04%	368
2024 Q1	$407K	Sell	4,822 -373	-7%	-$30K	0.04%	385
2023 Q4	$390K	Buy	5,195 +24	+0.5%	+$1.71K	0.04%	389
2023 Q3	$354K	Buy	+5,171	New	+$366K	0.04%	393
2022 Q4	–	Sell	-5,132	Closed	-$297K	–	530
2022 Q3	$297K	Buy	+5,132	New	+$333K	0.04%	376
2022 Q1	–	Sell	-2,540	Closed	-$213K	–	523
2021 Q4	$213K	Buy	+2,540	New	+$205K	0.03%	471

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Verdence Capital Advisors's IVW Position: Q2 2026 in Review

Verdence Capital Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.81% in Q2 2026, selling an estimated $4.89K and leaving 4,528 shares worth $623K. The position accounts for 0.03% of the portfolio, ranked #391.

Verdence Capital Advisors first reported a position in IVW in Q4 2021 and has held it in 14 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Verdence Capital Advisors held 4,528 shares of iShares S&P 500 Growth ETF worth $623K as of Q2 2026.
Verdence Capital Advisors sold 37 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $4.89K.
iShares S&P 500 Growth ETF made up 0.03% of Verdence Capital Advisors's portfolio in Q2 2026, its #391 holding.
Verdence Capital Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 14 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.