ISHARES TR

Ticker: IWP CUSIP: 464287481 Class: RUS MD CP GR ETF

EXENCIAL WEALTH ADVISORS, LLC's Holding History (CIK: 0001576151)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 2,741 Value ($000) $375 Avg Close — Range —
Q3 2025
Shares 2,225 Value ($000) $317 Avg Close — Range —
Q2 2025
Shares 2,225 Value ($000) $308 Avg Close — Range —