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

Exencial Wealth Advisors’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$421K Sell
1,342
-54
-4% -$18K 0.01% 434
2025
Q4 		$451K Buy
1,396
+19
+1% +$6.18K 0.01% 412
2025
Q3 		$441K Sell
1,377
-143
-9% -$43.1K 0.01% 399
2025
Q2 		$435K Buy
1,520
+34
+2% +$8.95K 0.02% 386
2025
Q1 		$380K Sell
1,486
-115
-7% -$32.5K 0.01% 397
2024
Q4 		$461K Sell
1,601
-610
-28% -$180K 0.02% 380
2024
Q3 		$628K Sell
2,211
-295
-12% -$80.8K 0.02% 328
2024
Q2 		$658K Sell
2,506
-635
-20% -$165K 0.02% 318
2024
Q1 		$851K Sell
3,141
-130
-4% -$33.2K 0.03% 292
2023
Q4 		$825K Buy
3,271
+1,667
+104% +$376K 0.03% 282
2023
Q3 		$360K Sell
1,604
-85
-5% -$20.3K 0.02% 338
2023
Q2 		$410K Sell
1,689
-390
-19% -$89.4K 0.02% 322
2023
Q1 		$471K Sell
2,079
-63
-3% -$14.4K 0.02% 289
2022
Q4 		$460K Sell
2,142
-379
-15% -$83K 0.02% 299
2022
Q3 		$521K Buy
2,521
+761
+43% +$171K 0.03% 273
2022
Q2 		$363K Sell
1,760
-923
-34% -$206K 0.02% 316
2022
Q1 		$686K Buy
+2,683
New +$687K 0.03% 269

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

Exencial Wealth Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 3.9% in Q1 2026, selling an estimated $18K and leaving 1,342 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #434.

Exencial Wealth Advisors first reported a position in IWO in Q1 2022 and has held it in 17 quarters since. The position peaked at $851K in Q1 2024. 1,025 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Exencial Wealth Advisors held 1,342 shares of iShares Russell 2000 Growth ETF worth $421K as of Q1 2026.
  • Exencial Wealth Advisors sold 54 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $18K.
  • iShares Russell 2000 Growth ETF made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #434 holding.
  • Exencial Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2022 and has held it in 17 quarters since.
  • Exencial Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $851K in Q1 2024.
  • 1,025 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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