EP Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

EP Wealth Advisors’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$95.9M	Buy	772,054 +77,302	+11%	+$9.32M	0.37%	42
2026 Q1	$74.1M	Sell	694,752 -9,328	-1%	-$1.06M	0.36%	44
2025 Q4	$83.3M	Buy	+704,080	New	+$83.4M	0.43%	38
2025 Q2	$76.5M	Buy	720,900 +6,884	+1%	+$658K	0.5%	39
2025 Q1	$64.5M	Sell	714,016 -22,144	-3%	-$2.18M	0.51%	40
2024 Q4	$73.9M	Sell	736,160 -138,516	-16%	-$13.6M	0.6%	35
2024 Q3	$82.1M	Buy	874,676 +188,260	+27%	+$17.1M	0.71%	30
2024 Q2	$62.6M	Buy	686,416 +271,088	+65%	+$23.1M	0.66%	35
2024 Q1	$35M	Sell	415,328 -7,748	-2%	-$624K	0.41%	63
2023 Q4	$32.1M	Buy	423,076 +24,168	+6%	+$1.71M	0.41%	64
2023 Q3	$26.5M	Buy	398,908 +324,228	+434%	+$22.4M	0.41%	62
2023 Q2	$28.5M	Sell	74,680 -241,276	-76%	-$15.3M	0.41%	60
2023 Q1	$12M	Sell	315,956 -278,080	-47%	-$16M	0.21%	78
2022 Q4	$31.8M	Buy	594,036 +305,832	+106%	+$16.8M	0.57%	47
2022 Q3	$15.2M	Sell	288,204 -146,268	-34%	-$8.6M	0.34%	61
2022 Q2	$23.8M	Buy	434,472 +197,636	+83%	+$11.9M	0.54%	51
2022 Q1	$16.4M	Buy	236,836 +66,328	+39%	+$4.53M	0.36%	63
2021 Q4	$13M	Sell	170,508 -2,548	-1%	-$189K	0.31%	62
2021 Q3	$11.9M	Sell	173,056 -18,556	-10%	-$1.31M	0.33%	57
2021 Q2	$13M	Buy	191,612 +6,272	+3%	+$404K	0.36%	57
2021 Q1	$11.3M	Sell	185,340 -5,804	-3%	-$353K	0.36%	57
2020 Q4	$11.5M	Sell	191,144 -1,424	-0.7%	-$81.1K	0.41%	52
2020 Q3	$10.4M	Sell	192,568 -4,672	-2%	-$246K	0.45%	47
2020 Q2	$9.46M	Buy	197,240 +3,868	+2%	+$170K	0.4%	51
2020 Q1	$7.28M	Buy	193,372 +37,944	+24%	+$1.64M	0.36%	55
2019 Q4	$6.84M	Buy	155,428 +31,220	+25%	+$1.3M	0.28%	69
2019 Q3	$4.96M	Buy	124,208 +25,244	+26%	+$1.01M	0.25%	69
2019 Q2	$3.89M	Sell	98,964 -6,280	-6%	-$243K	0.24%	55
2019 Q1	$3.98M	Buy	105,244 +3,056	+3%	+$110K	0.38%	48
2018 Q4	$3.34M	Buy	102,188 +78,580	+333%	+$2.77M	0.26%	60
2018 Q3	$921K	Sell	23,608 -2,328	-9%	-$88.2K	0.07%	123
2018 Q2	$932K	Buy	25,936 +220	+0.9%	+$7.76K	0.09%	89
2018 Q1	$875K	Sell	25,716 -17,032	-40%	-$597K	0.08%	101
2017 Q4	$1.44M	Buy	42,748 +1,552	+4%	+$50.9K	0.15%	62
2017 Q3	$1.29M	Buy	41,196 +1,480	+4%	+$45.3K	0.15%	73
2017 Q2	$1.18M	Buy	39,716 +700	+2%	+$20.5K	0.14%	78
2017 Q1	$1.11M	Sell	39,016 -1,728	-4%	-$47.9K	0.15%	57
2016 Q4	$996K	Buy	40,744 +6,536	+19%	+$170K	0.15%	56
2016 Q3	$891K	Sell	34,208 -96	-0.3%	-$2.5K	0.14%	55
2016 Q2	$861K	Sell	34,304 -5,600	-14%	-$140K	0.14%	55
2016 Q1	$995K	Buy	39,904 +10,256	+35%	+$242K	0.15%	58
2015 Q4	$737K	Sell	29,648 -5,240	-15%	-$131K	0.12%	78
2015 Q3	$811K	Buy	34,888 +5,240	+18%	+$129K	0.15%	63
2015 Q2	$734K	Buy	29,648 +548	+2%	+$13.8K	0.14%	55
2015 Q1	$720K	Hold	29,100	–	–	0.14%	57
2014 Q4	$696K	Hold	29,100	–	–	0.11%	71
2014 Q3	$667K	Hold	29,100	–	–	0.11%	61
2014 Q2	$662K	Hold	29,100	–	–	0.15%	57
2014 Q1	$630K	Hold	29,100	–	–	0.17%	53
2013 Q4	$625K	Sell	29,100 -5,000	-15%	-$103K	0.16%	60
2013 Q3	$667K	Buy	+34,100	New	+$653K	0.21%	50

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EP Wealth Advisors's IWF Position: Q2 2026 in Review

EP Wealth Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 11% in Q2 2026, buying an estimated $9.32M and bringing the position to 772,054 shares worth $95.9M. The position accounts for 0.37% of the portfolio, ranked #42.

EP Wealth Advisors first reported a position in IWF in Q3 2013 and has held it in 51 quarters since. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

EP Wealth Advisors held 772,054 shares of iShares Russell 1000 Growth ETF worth $95.9M as of Q2 2026.
EP Wealth Advisors bought 77,302 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $9.32M.
iShares Russell 1000 Growth ETF made up 0.37% of EP Wealth Advisors's portfolio in Q2 2026, its #42 holding.
EP Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2013 and has held it in 51 quarters since.
2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.