Exencial Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Exencial Wealth 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
2025 Q3	$388K	Buy
2025 Q2	$360K	Buy
2025 Q1	$256K	Buy
2024 Q4	$269K	Buy
2024 Q3	$261K	Buy
2024 Q2	$247K	Buy
2024 Q1	$227K	Buy
2023 Q4	$206K	Buy
2023 Q3	–	Sell
2023 Q2	$222K	Buy