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	–	Hold	0	–	-$394K	–	584
2025 Q4	–	Hold	0	–	–	–	433
2025 Q1	–	Sell	-6,500	Closed	-$1.44M	–	504
2024 Q4	$1.44M	Buy	+6,500	New	+$1.48M	0.05%	251
2024 Q3	–	Hold	0	–	–	–	246
2024 Q2	–	Hold	0	–	–	–	241
2024 Q1	–	Hold	0	–	–	–	222
2023 Q4	–	Hold	0	–	–	–	204
2023 Q3	–	Hold	0	–	–	–	199
2022 Q2	–	Sell	-400	Closed	-$82K	–	445
2022 Q1	$82K	Buy	400 +200	+100%	+$40.8K	﹤0.01%	444
2021 Q4	$44K	Buy	+200	New	+$45.2K	﹤0.01%	469

Other funds holding IWM

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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.