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 Q2	–	Sell	-2,308	Closed	-$296K	–	681
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 $1.89T AUM 35.08% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

CCWM

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

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

Verdence Capital Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026, closing a stake of 2,308 shares — an estimated $296K sold.

Verdence Capital Advisors first reported a position in IWP in Q2 2019 and held it in 24 quarters. The position peaked at $1.06M in Q4 2021. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Verdence Capital Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Verdence Capital Advisors sold 2,308 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $296K.
Verdence Capital Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2019 and held it in 24 quarters.
Verdence Capital Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $1.06M in Q4 2021.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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