News + Filings Holdings
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EXENCIAL WEALTH ADVISORS, LLC
> IWM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IWM | 15,651 | 11,544 | 2,930,952,000 | 2,214,784,000 | $187,269.31 |
| 12/31/2022 | iSHARES TRUST | IWM | 4,107 | -545 | 716,168,000 | 715,401,000 | $174,377.40 |
| 09/30/2022 | iSHARES TRUST | IWM | 4,652 | -509 | 767,000 | -107,000 | $164.88 |
| 06/30/2022 | iSHARES TRUST | IWM | 5,161 | 541 | 874,000 | -74,000 | $169.35 |
| 03/31/2022 | iSHARES TRUST | IWM | 4,620 | 120 | 948,000 | -53,000 | $205.19 |
| 12/31/2021 | iSHARES TRUST | IWM | 4,500 | 4,500 | 1,001,000 | 1,001,000 | $222.44 |
| 09/30/2021 | iSHARES TRUST | IWM | 0 | -4,058 | 0 | -931,000 | |
| 06/30/2021 | iSHARES TRUST | IWM | 4,058 | -364 | 931,000 | -46,000 | $229.42 |
| 03/31/2021 | iSHARES TRUST | IWM | 4,422 | 844 | 977,000 | 276,000 | $220.94 |
| 12/31/2020 | iSHARES TRUST | IWM | 3,578 | 49 | 701,000 | 172,000 | $195.92 |
| 09/30/2020 | iSHARES TRUST | IWM | 3,529 | -729 | 529,000 | -81,000 | $149.90 |
| 06/30/2020 | iSHARES TRUST | IWM | 4,258 | -171 | 610,000 | 103,000 | $143.26 |
| 03/31/2020 | iSHARES TRUST | IWM | 4,429 | 641 | 507,000 | -121,000 | $114.47 |
| 12/31/2019 | iSHARES TRUST | IWM | 3,788 | 773 | 628,000 | 172,000 | $165.79 |
| 09/30/2019 | iSHARES TRUST | IWM | 3,015 | 3,015 | 456,000 | 456,000 | $151.24 |
| 12/31/2018 | iSHARES TRUST | IWM | 0 | -1,293 | 0 | -218,000 | |
| 09/30/2018 | iSHARES TRUST | IWM | 1,293 | 1 | 218,000 | 6,000 | $168.60 |
| 06/30/2018 | iSHARES TRUST | IWM | 1,292 | 1,292 | 212,000 | 212,000 | $164.09 |
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