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
2026 Q1	$444K	Hold	1,244	–	–	0.01%	424
2025 Q4	$465K	Buy	1,244 +182	+17%	+$67.4K	0.01%	407
2025 Q3	$388K	Buy	1,062 +3	+0.3%	+$1.06K	0.01%	418
2025 Q2	$360K	Buy	1,059 +223	+27%	+$70K	0.01%	417
2025 Q1	$256K	Buy	836 +2	+0.2%	+$647	0.01%	446
2024 Q4	$269K	Buy	834 +3	+0.4%	+$972	0.01%	444
2024 Q3	$261K	Buy	831 +2	+0.2%	+$606	0.01%	448
2024 Q2	$247K	Buy	829 +40	+5%	+$11.5K	0.01%	449
2024 Q1	$227K	Buy	789 +3	+0.4%	+$822	0.01%	472
2023 Q4	$206K	Buy	+786	New	+$192K	0.01%	466
2023 Q3	–	Sell	-910	Closed	-$222K	–	430
2023 Q2	$222K	Buy	+910	New	+$210K	0.01%	408

Other funds holding IWB

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Exencial Wealth Advisors's IWB Position: Q1 2026 in Review

Exencial Wealth Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 1,244 shares worth $444K. The position accounts for 0.01% of the portfolio, ranked #424.

Exencial Wealth Advisors first reported a position in IWB in Q2 2023 and has held it in 11 quarters since. The position peaked at $465K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Exencial Wealth Advisors held 1,244 shares of iShares Russell 1000 ETF worth $444K as of Q1 2026.
Exencial Wealth Advisors left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #424 holding.
Exencial Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q2 2023 and has held it in 11 quarters since.
Exencial Wealth Advisors's iShares Russell 1000 ETF position peaked at $465K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.