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

Exencial Wealth Advisors’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$485K Buy
4,990
+2
+0% +$200 0.02% 403
2025
Q4 		$480K Buy
4,988
+213
+4% +$20.5K 0.02% 398
2025
Q3 		$461K Buy
+4,775
New +$453K 0.02% 388

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Exencial Wealth Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.04% in Q1 2026, buying an estimated $200 and bringing the position to 4,990 shares worth $485K. The position accounts for 0.02% of the portfolio, ranked #403.

Exencial Wealth Advisors first reported a position in IWR in Q3 2025 and has held it in 3 quarters since. 1,521 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Exencial Wealth Advisors held 4,990 shares of iShares Russell Mid-Cap ETF worth $485K as of Q1 2026.
  • Exencial Wealth Advisors bought 2 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $200.
  • iShares Russell Mid-Cap ETF made up 0.02% of Exencial Wealth Advisors's portfolio in Q1 2026, its #403 holding.
  • Exencial Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,521 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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