Exencial Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Exencial Wealth Advisors’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$357K	Buy	2,785 +44	+2%	+$5.95K	0.01%	455
2025 Q4	$375K	Buy	2,741 +516	+23%	+$72.1K	0.01%	437
2025 Q3	$317K	Hold	2,225	–	–	0.01%	449
2025 Q2	$308K	Buy	+2,225	New	+$281K	0.01%	429

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 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

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Exencial Wealth Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.6% in Q1 2026, buying an estimated $5.95K and bringing the position to 2,785 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #455.

Exencial Wealth Advisors first reported a position in IWP in Q2 2025 and has held it in 4 quarters since. The position peaked at $375K in Q4 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Exencial Wealth Advisors held 2,785 shares of iShares Russell Mid-Cap Growth ETF worth $357K as of Q1 2026.
Exencial Wealth Advisors bought 44 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $5.95K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #455 holding.
Exencial Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
Exencial Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $375K in Q4 2025.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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