Verdence Capital Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$377K	Sell	922 -938	-50%	-$372K	0.02%	503
2026 Q1	$663K	Buy	1,860 +119	+7%	+$44.3K	0.04%	372
2025 Q4	$650K	Buy	1,741 +1	+0.1%	+$370	0.04%	357
2025 Q3	$654K	Sell	1,740 -26	-1%	-$9.16K	0.04%	375
2025 Q2	$600K	Sell	1,766 -92	-5%	-$28.9K	0.04%	359
2025 Q1	$570K	Sell	1,858 -121	-6%	-$39.1K	0.04%	346
2024 Q4	$637K	Buy	1,979 +1	+0.1%	+$324	0.05%	316
2024 Q3	$622K	Hold	1,978	–	–	0.05%	331
2024 Q2	$589K	Sell	1,978 -191	-9%	-$54.8K	0.05%	322
2024 Q1	$625K	Hold	2,169	–	–	0.06%	309
2023 Q4	$569K	Buy	2,169 +206	+10%	+$50.4K	0.06%	311
2023 Q3	$461K	Hold	1,963	–	–	0.05%	340
2023 Q2	$478K	Hold	1,963	–	–	0.06%	324
2023 Q1	$442K	Buy	1,963 +218	+12%	+$48K	0.05%	332
2022 Q4	$367K	Sell	1,745 -131	-7%	-$27.7K	0.05%	331
2022 Q3	$370K	Buy	1,876 +2	+0.1%	+$439	0.05%	329
2022 Q2	$389K	Buy	1,874 +1	+0.1%	+$226	0.05%	321
2022 Q1	$468K	Buy	1,873 +1	+0.1%	+$247	0.05%	306
2021 Q4	$495K	Buy	1,872 +29	+2%	+$7.46K	0.06%	285
2021 Q3	$446K	Buy	1,843 +402	+28%	+$99.9K	0.06%	297
2021 Q2	$349K	Sell	1,441 -72	-5%	-$17K	0.05%	325
2021 Q1	$339K	Hold	1,513	–	–	0.06%	324
2020 Q4	$321K	Hold	1,513	–	–	0.06%	267
2020 Q3	$283K	Hold	1,513	–	–	0.06%	264
2020 Q2	$260K	Hold	1,513	–	–	0.06%	264
2020 Q1	$214K	Hold	1,513	–	–	0.06%	269
2019 Q4	$270K	Hold	1,513	–	–	0.07%	252
2019 Q3	$249K	Buy	+1,513	New	+$248K	0.07%	253

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

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

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

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

Verdence Capital Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 50% in Q2 2026, selling an estimated $372K and leaving 922 shares worth $377K. The position accounts for 0.02% of the portfolio, ranked #503.

Verdence Capital Advisors first reported a position in IWB in Q3 2019 and has held it in 28 quarters since. The position peaked at $663K in Q1 2026. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Verdence Capital Advisors held 922 shares of iShares Russell 1000 ETF worth $377K as of Q2 2026.
Verdence Capital Advisors sold 938 iShares Russell 1000 ETF shares in Q2 2026, an estimated $372K.
iShares Russell 1000 ETF made up 0.02% of Verdence Capital Advisors's portfolio in Q2 2026, its #503 holding.
Verdence Capital Advisors first reported a position in iShares Russell 1000 ETF in Q3 2019 and has held it in 28 quarters since.
Verdence Capital Advisors's iShares Russell 1000 ETF position peaked at $663K in Q1 2026.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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