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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
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Verdence Capital Advisors's IWB Position: Q1 2026 in Review

Verdence Capital Advisors increased its iShares Russell 1000 ETF (IWB) stake by 6.8% in Q1 2026, buying an estimated $44.3K and bringing the position to 1,860 shares worth $663K. The position accounts for 0.04% of the portfolio, ranked #372.

Verdence Capital Advisors first reported a position in IWB in Q3 2019 and has held it in 27 quarters since. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Verdence Capital Advisors held 1,860 shares of iShares Russell 1000 ETF worth $663K as of Q1 2026.
  • Verdence Capital Advisors bought 119 iShares Russell 1000 ETF shares in Q1 2026, an estimated $44.3K.
  • iShares Russell 1000 ETF made up 0.04% of Verdence Capital Advisors's portfolio in Q1 2026, its #372 holding.
  • Verdence Capital Advisors first reported a position in iShares Russell 1000 ETF in Q3 2019 and has held it in 27 quarters since.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Verdence Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.