EP Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $77.6M | Buy |
319,919
+16,832
| +6% | +$3.92M | 0.3% | 50 |
|
|
2026
Q1 | $64.8M | Sell |
303,087
-5,265
| -2% | -$1.15M | 0.32% | 53 |
|
|
2025
Q4 | $64.9M | Buy |
+308,352
| New | +$63.7M | 0.34% | 50 |
|
|
2025
Q2 | $60.8M | Buy |
313,086
+149
| +0% | +$27.6K | 0.4% | 53 |
|
|
2025
Q1 | $58.9M | Sell |
312,937
-5,939
| -2% | -$1.13M | 0.47% | 44 |
|
|
2024
Q4 | $59M | Sell |
318,876
-4,460
| -1% | -$855K | 0.48% | 47 |
|
|
2024
Q3 | $61.4M | Buy |
323,336
+11,381
| +4% | +$2.07M | 0.53% | 44 |
|
|
2024
Q2 | $54.4M | Sell |
311,955
-3,573
| -1% | -$625K | 0.58% | 44 |
|
|
2024
Q1 | $56.5M | Sell |
315,528
-7,375
| -2% | -$1.25M | 0.66% | 40 |
|
|
2023
Q4 | $53.4M | Buy |
322,903
+240,261
| +291% | +$37.1M | 0.68% | 38 |
|
|
2023
Q3 | $12.5M | Buy |
82,642
+63,573
| +333% | +$10.1M | 0.19% | 90 |
|
|
2023
Q2 | $14.3M | Buy |
19,069
+3,671
| +24% | +$561K | 0.21% | 85 |
|
|
2023
Q1 | $3.47M | Sell |
15,398
-73,095
| -83% | -$11.3M | 0.06% | 169 |
|
|
2022
Q4 | $13.4M | Sell |
88,493
-3,213
| -4% | -$481K | 0.24% | 75 |
|
|
2022
Q3 | $12.5M | Buy |
91,706
+13,691
| +18% | +$2.06M | 0.28% | 68 |
|
|
2022
Q2 | $11.3M | Buy |
78,015
+12,786
| +20% | +$2M | 0.25% | 68 |
|
|
2022
Q1 | $10.8M | Buy |
65,229
+1,731
| +3% | +$284K | 0.24% | 76 |
|
|
2021
Q4 | $10.7M | Sell |
63,498
-1,303
| -2% | -$213K | 0.25% | 68 |
|
|
2021
Q3 | $10.1M | Sell |
64,801
-3,252
| -5% | -$521K | 0.28% | 60 |
|
|
2021
Q2 | $10.8M | Buy |
68,053
+66
| +0.1% | +$10.4K | 0.3% | 65 |
|
|
2021
Q1 | $10.3M | Sell |
67,987
-4,271
| -6% | -$618K | 0.33% | 61 |
|
|
2020
Q4 | $9.88M | Buy |
72,258
+3,750
| +5% | +$481K | 0.35% | 55 |
|
|
2020
Q3 | $8.09M | Sell |
68,508
-8,446
| -11% | -$1M | 0.35% | 50 |
|
|
2020
Q2 | $8.67M | Sell |
76,954
-30,677
| -29% | -$3.37M | 0.37% | 53 |
|
|
2020
Q1 | $10.7M | Buy |
107,631
+16,141
| +18% | +$2.01M | 0.52% | 42 |
|
|
2019
Q4 | $12.5M | Buy |
91,490
+745
| +0.8% | +$98.2K | 0.51% | 44 |
|
|
2019
Q3 | $11.6M | Buy |
90,745
+7,866
| +9% | +$1,000K | 0.58% | 41 |
|
|
2019
Q2 | $10.5M | Buy |
82,879
+451
| +0.5% | +$56.4K | 0.66% | 35 |
|
|
2019
Q1 | $10.2M | Sell |
82,428
-1,412
| -2% | -$170K | 0.98% | 33 |
|
|
2018
Q4 | $9.31M | Buy |
83,840
+81,947
| +4,329% | +$9.82M | 0.72% | 35 |
|
|
2018
Q3 | $240K | Buy |
1,893
+111
| +6% | +$13.9K | 0.02% | 247 |
|
|
2018
Q2 | $216K | Sell |
1,782
-514
| -22% | -$62.5K | 0.02% | 178 |
|
|
2018
Q1 | $275K | Buy |
2,296
+637
| +38% | +$79.4K | 0.03% | 168 |
|
|
2017
Q4 | $206K | Sell |
1,659
-195
| -11% | -$23.6K | 0.02% | 187 |
|
|
2017
Q3 | $220K | Buy |
+1,854
| New | +$216K | 0.03% | 162 |
|
|
2016
Q1 | – | Sell |
-3,060
| Closed | -$299K | – | 152 |
|
|
2015
Q4 | $299K | Buy |
3,060
+541
| +21% | +$53.7K | 0.05% | 119 |
|
|
2015
Q3 | $235K | Buy |
+2,519
| New | +$250K | 0.04% | 121 |
|
Other funds holding IWD
EP Wealth Advisors's IWD Position: Q2 2026 in Review
EP Wealth Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 5.6% in Q2 2026, buying an estimated $3.92M and bringing the position to 319,919 shares worth $77.6M. The position accounts for 0.3% of the portfolio, ranked #50.
EP Wealth Advisors first reported a position in IWD in Q3 2015 and has held it in 37 quarters since. 1,967 funds tracked by Wall St. Rank hold IWD as of Q2 2026.
- EP Wealth Advisors held 319,919 shares of iShares Russell 1000 Value ETF worth $77.6M as of Q2 2026.
- EP Wealth Advisors bought 16,832 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $3.92M.
- iShares Russell 1000 Value ETF made up 0.3% of EP Wealth Advisors's portfolio in Q2 2026, its #50 holding.
- EP Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q3 2015 and has held it in 37 quarters since.
- 1,967 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.
Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.