Verdence Capital Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $654K | Sell |
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|
2025
Q2 | $600K | Sell |
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|
2025
Q1 | $570K | Sell |
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|
2024
Q4 | $637K | Buy |
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|
2024
Q3 | $622K | Hold |
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|
2024
Q2 | $589K | Sell |
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|
2024
Q1 | $625K | Hold |
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|
2023
Q4 | $569K | Buy |
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|
2023
Q3 | $461K | Hold |
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|
2023
Q2 | $478K | Hold |
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|
2023
Q1 | $442K | Buy |
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|
2022
Q4 | $367K | Sell |
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|
2022
Q3 | $370K | Buy |
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|
2022
Q2 | $389K | Buy |
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|
2022
Q1 | $468K | Buy |
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|
2021
Q4 | $495K | Buy |
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|
2021
Q3 | $446K | Buy |
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|
2021
Q2 | $349K | Sell |
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|
2021
Q1 | $339K | Hold |
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|
2020
Q4 | $321K | Hold |
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|
2020
Q3 | $283K | Hold |
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|
2020
Q2 | $260K | Hold |
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|
2020
Q1 | $214K | Hold |
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|
2019
Q4 | $270K | Hold |
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|
2019
Q3 | $249K | Buy |
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