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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Verdence Capital Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.11% in Q1 2026, buying an estimated $665 and bringing the position to 1,816 shares worth $570K. The position accounts for 0.03% of the portfolio, ranked #407.

Verdence Capital Advisors first reported a position in IWO in Q1 2023 and has held it in 13 quarters since. The position peaked at $605K in Q3 2025. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Verdence Capital Advisors held 1,816 shares of iShares Russell 2000 Growth ETF worth $570K as of Q1 2026.
Verdence Capital Advisors bought 2 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $665.
iShares Russell 2000 Growth ETF made up 0.03% of Verdence Capital Advisors's portfolio in Q1 2026, its #407 holding.
Verdence Capital Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2023 and has held it in 13 quarters since.
Verdence Capital Advisors's iShares Russell 2000 Growth ETF position peaked at $605K in Q3 2025.
1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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