Verdence Capital Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$296K	Sell	2,308 -42	-2%	-$5.68K	0.02%	529
2025 Q4	$322K	Sell	2,350 -216	-8%	-$30.2K	0.02%	527
2025 Q3	$373K	Sell	2,566 -21	-0.8%	-$2.97K	0.02%	532
2025 Q2	$359K	Buy	2,587 +1	+0%	+$127	0.02%	507
2025 Q1	$304K	Buy	2,586 +219	+9%	+$28.2K	0.02%	520
2024 Q4	$300K	Buy	+2,367	New	+$301K	0.02%	511
2023 Q4	–	Sell	-3,203	Closed	-$293K	–	583
2023 Q3	$293K	Hold	3,203	–	–	0.03%	437
2023 Q2	$309K	Buy	3,203 +1	+0%	+$91	0.04%	408
2023 Q1	$292K	Sell	3,202 -191	-6%	-$17K	0.04%	427
2022 Q4	$284K	Sell	3,393 -630	-16%	-$53K	0.03%	401
2022 Q3	$316K	Buy	4,023 +203	+5%	+$17.5K	0.04%	360
2022 Q2	$303K	Sell	3,820 -5,398	-59%	-$470K	0.04%	377
2022 Q1	$926K	Buy	9,218 +9	+0.1%	+$896	0.1%	206
2021 Q4	$1.06M	Buy	9,209 +6	+0.1%	+$700	0.12%	172
2021 Q3	$1.03M	Buy	9,203 +2,869	+45%	+$330K	0.14%	165
2021 Q2	$717K	Buy	6,334 +2	+0%	+$214	0.1%	208
2021 Q1	$646K	Buy	6,332 +300	+5%	+$31.4K	0.11%	194
2020 Q4	$619K	Sell	6,032 -2,360	-28%	-$225K	0.12%	183
2020 Q3	$725K	Buy	8,392 +8	+0.1%	+$675	0.17%	148
2020 Q2	$663K	Buy	8,384 +632	+8%	+$45.8K	0.16%	148
2020 Q1	$471K	Buy	7,752 +2,470	+47%	+$180K	0.14%	165
2019 Q4	$403K	Buy	5,282 +6	+0.1%	+$440	0.1%	196
2019 Q3	$373K	Buy	5,276 +1,644	+45%	+$118K	0.1%	202
2019 Q2	$259K	Buy	+3,632	New	+$253K	0.07%	242

Other funds holding IWP

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Verdence Capital Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.8% in Q1 2026, selling an estimated $5.68K and leaving 2,308 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #529.

Verdence Capital Advisors first reported a position in IWP in Q2 2019 and has held it in 24 quarters since. The position peaked at $1.06M in Q4 2021. 1,173 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Verdence Capital Advisors held 2,308 shares of iShares Russell Mid-Cap Growth ETF worth $296K as of Q1 2026.
Verdence Capital Advisors sold 42 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $5.68K.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Verdence Capital Advisors's portfolio in Q1 2026, its #529 holding.
Verdence Capital Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2019 and has held it in 24 quarters since.
Verdence Capital Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $1.06M in Q4 2021.
1,173 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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