Verdence Capital Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$715K	Hold	1,816	–	–	0.04%	362
2026 Q1	$570K	Buy	1,816 +2	+0.1%	+$665	0.03%	407
2025 Q4	$586K	Buy	1,814 +1	+0.1%	+$325	0.03%	385
2025 Q3	$605K	Buy	1,813 +18	+1%	+$5.43K	0.03%	389
2025 Q2	$513K	Hold	1,795	–	–	0.04%	403
2025 Q1	$459K	Hold	1,795	–	–	0.04%	421
2024 Q4	$517K	Hold	1,795	–	–	0.04%	352
2024 Q3	$510K	Buy	1,795 +48	+3%	+$13.1K	0.04%	369
2024 Q2	$459K	Hold	1,747	–	–	0.04%	362
2024 Q1	$473K	Hold	1,747	–	–	0.04%	358
2023 Q4	$441K	Sell	1,747 -267	-13%	-$60.2K	0.04%	361
2023 Q3	$451K	Hold	2,014	–	–	0.05%	346
2023 Q2	$489K	Hold	2,014	–	–	0.06%	322
2023 Q1	$457K	Buy	+2,014	New	+$461K	0.06%	324

Other funds holding IWO

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

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Verdence Capital Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 1,816 shares worth $715K. The position accounts for 0.04% of the portfolio, ranked #362.

Verdence Capital Advisors first reported a position in IWO in Q1 2023 and has held it in 14 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Verdence Capital Advisors held 1,816 shares of iShares Russell 2000 Growth ETF worth $715K as of Q2 2026.
Verdence Capital Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.04% of Verdence Capital Advisors's portfolio in Q2 2026, its #362 holding.
Verdence Capital Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2023 and has held it in 14 quarters since.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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