Exencial Wealth Advisors LLC Increases Holdings in iShares Russell 1000 ETF $IWB

Exencial Wealth Advisors LLC grew its holdings in iShares Russell 1000 ETF (NYSEARCA:IWB) by 26.7% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,059 shares of the company’s stock after acquiring an additional 223 shares during the period. Exencial Wealth Advisors LLC’s holdings in iShares Russell 1000 ETF were worth $360,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also made changes to their positions in the company. Quadrant Private Wealth Management LLC lifted its position in shares of iShares Russell 1000 ETF by 137.6% in the first quarter. Quadrant Private Wealth Management LLC now owns 1,604 shares of the company’s stock valued at $492,000 after acquiring an additional 929 shares in the last quarter. Diversified Enterprises LLC purchased a new position in shares of iShares Russell 1000 ETF in the second quarter valued at about $229,000. Beacon Capital Management LLC increased its holdings in shares of iShares Russell 1000 ETF by 10.5% in the second quarter. Beacon Capital Management LLC now owns 389 shares of the company’s stock worth $132,000 after purchasing an additional 37 shares during the last quarter. Capital Advisors Wealth Management LLC increased its holdings in shares of iShares Russell 1000 ETF by 14.3% in the first quarter. Capital Advisors Wealth Management LLC now owns 1,301 shares of the company’s stock worth $399,000 after purchasing an additional 163 shares during the last quarter. Finally, Assetmark Inc. increased its holdings in shares of iShares Russell 1000 ETF by 51.6% in the first quarter. Assetmark Inc. now owns 7,632 shares of the company’s stock worth $2,341,000 after purchasing an additional 2,599 shares during the last quarter.

iShares Russell 1000 ETF Trading Up 0.8%

Shares of IWB stock opened at $371.57 on Friday. iShares Russell 1000 ETF has a 12-month low of $264.17 and a 12-month high of $372.39. The stock’s 50-day moving average price is $361.29 and its 200-day moving average price is $338.38. The stock has a market capitalization of $44.29 billion, a price-to-earnings ratio of 24.71 and a beta of 1.01.

iShares Russell 1000 ETF Company Profile

iShares Russell 1000 ETF (the Fund), formerly iShares Russell 1000 Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the Russell 1000 Index (the Index). The Index is a float-adjusted capitalization weighted index that measures the performance of the large-capitalization sector of the United States equity market and includes securities issued by the approximately 1,000 largest issuers in the Russell 3000 Index.