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Exencial Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Exencial Wealth Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.56M Sell
10,323
-1,658
-14% -$428K 0.08% 202
2025
Q4 		$2.95M Sell
11,981
-1,873
-14% -$460K 0.09% 189
2025
Q3 		$3.35M Sell
13,854
-946
-6% -$217K 0.11% 167
2025
Q2 		$3.19M Sell
14,800
-799
-5% -$161K 0.11% 169
2025
Q1 		$4.07M Buy
15,599
+73
+0.5% +$15.8K 0.15% 150
2024
Q4 		$3.43M Sell
15,526
-1,307
-8% -$298K 0.13% 164
2024
Q3 		$3.72M Sell
16,833
-2,919
-15% -$625K 0.13% 160
2024
Q2 		$4.01M Sell
19,752
-7,037
-26% -$1.42M 0.15% 145
2024
Q1 		$5.63M Sell
26,789
-1,922
-7% -$383K 0.21% 124
2023
Q4 		$5.76M Buy
28,711
+2,306
+9% +$413K 0.23% 112
2023
Q3 		$4.67M Buy
26,405
+10,754
+69% +$2.02M 0.23% 115
2023
Q2 		$2.93M Buy
15,651
+11,352
+264% +$2.02M 0.13% 151
2023
Q1 		$767K Buy
4,299
+192
+5% +$35.4K 0.04% 241
2022
Q4 		$716K Sell
4,107
-545
-12% -$96.9K 0.04% 245
2022
Q3 		$767K Sell
4,652
-509
-10% -$92.8K 0.05% 232
2022
Q2 		$874K Buy
5,161
+541
+12% +$99.7K 0.05% 228
2022
Q1 		$948K Buy
4,620
+120
+3% +$24.5K 0.05% 237
2021
Q4 		$1M Buy
+4,500
New +$1.02M 0.05% 230
2021
Q3 		– Sell
-4,058
Closed -$931K – 404
2021
Q2 		$931K Sell
4,058
-364
-8% -$81.8K 0.05% 239
2021
Q1 		$977K Buy
4,422
+844
+24% +$184K 0.06% 218
2020
Q4 		$701K Buy
3,578
+49
+1% +$8.57K 0.05% 217
2020
Q3 		$529K Sell
3,529
-729
-17% -$110K 0.03% 252
2020
Q2 		$610K Sell
4,258
-171
-4% -$22.4K 0.05% 208
2020
Q1 		$507K Buy
4,429
+641
+17% +$95.6K 0.09% 150
2019
Q4 		$628K Buy
3,788
+773
+26% +$122K 0.11% 153
2019
Q3 		$456K Buy
+3,015
New +$460K 0.1% 157
2018
Q4 		– Sell
-1,293
Closed -$218K – 221
2018
Q3 		$218K Buy
1,293
+1
+0.1% +$169 0.05% 175
2018
Q2 		$212K Buy
+1,292
New +$207K 0.06% 168

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Exencial Wealth Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 14% in Q1 2026, selling an estimated $428K and leaving 10,323 shares worth $2.56M. The position accounts for 0.08% of the portfolio, ranked #202.

Exencial Wealth Advisors first reported a position in IWM in Q2 2018 and has held it in 28 quarters since. The position peaked at $5.76M in Q4 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Exencial Wealth Advisors held 10,323 shares of iShares Russell 2000 ETF worth $2.56M as of Q1 2026.
  • Exencial Wealth Advisors sold 1,658 iShares Russell 2000 ETF shares in Q1 2026, an estimated $428K.
  • iShares Russell 2000 ETF made up 0.08% of Exencial Wealth Advisors's portfolio in Q1 2026, its #202 holding.
  • Exencial Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q2 2018 and has held it in 28 quarters since.
  • Exencial Wealth Advisors's iShares Russell 2000 ETF position peaked at $5.76M in Q4 2023.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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