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EP Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

EP Wealth Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.3M Buy
77,521
+2,920
+4% +$821K 0.09% 160
2026
Q1 		$18.5M Buy
74,601
+4,149
+6% +$1.07M 0.09% 143
2025
Q4 		$17.3M Buy
+70,452
New +$17.3M 0.09% 144
2025
Q2 		$19.4M Buy
89,735
+43,848
+96% +$8.82M 0.13% 130
2025
Q1 		$9.15M Buy
45,887
+1,859
+4% +$403K 0.07% 157
2024
Q4 		$9.73M Sell
44,028
-2,718
-6% -$620K 0.08% 145
2024
Q3 		$10.3M Buy
46,746
+3,934
+9% +$842K 0.09% 143
2024
Q2 		$8.69M Buy
42,812
+91
+0.2% +$18.4K 0.09% 131
2024
Q1 		$8.98M Buy
42,721
+2,144
+5% +$428K 0.11% 118
2023
Q4 		$8.14M Buy
40,577
+1,328
+3% +$238K 0.1% 121
2023
Q3 		$6.94M Sell
39,249
-75,496
-66% -$14.2M 0.11% 125
2023
Q2 		$5.47M Buy
114,745
+112,390
+4,772% +$20M 0.08% 142
2023
Q1 		$229K Sell
2,355
-28,064
-92% -$5.17M ﹤0.01% 547
2022
Q4 		$5.3M Buy
30,419
+6,440
+27% +$1.15M 0.1% 121
2022
Q3 		$3.96M Buy
23,979
+1,204
+5% +$220K 0.09% 128
2022
Q2 		$3.86M Buy
22,775
+3,939
+21% +$726K 0.09% 132
2022
Q1 		$3.87M Sell
18,836
-192
-1% -$39.2K 0.08% 136
2021
Q4 		$4.23M Buy
19,028
+1,589
+9% +$359K 0.1% 118
2021
Q3 		$3.81M Sell
17,439
-283
-2% -$62.7K 0.1% 110
2021
Q2 		$4.07M Buy
17,722
+378
+2% +$85K 0.11% 119
2021
Q1 		$3.83M Buy
17,344
+1,077
+7% +$235K 0.12% 115
2020
Q4 		$3.19M Sell
16,267
-144
-0.9% -$25.2K 0.11% 100
2020
Q3 		$2.46M Sell
16,411
-4,328
-21% -$651K 0.11% 94
2020
Q2 		$2.97M Sell
20,739
-6,365
-23% -$835K 0.13% 95
2020
Q1 		$3.1M Buy
27,104
+3,872
+17% +$577K 0.15% 97
2019
Q4 		$3.85M Buy
23,232
+1,646
+8% +$260K 0.16% 93
2019
Q3 		$3.27M Buy
21,586
+6,952
+48% +$1.06M 0.16% 80
2019
Q2 		$2.28M Sell
14,634
-119
-0.8% -$18.3K 0.14% 75
2019
Q1 		$2.26M Sell
14,753
-3,329
-18% -$500K 0.22% 70
2018
Q4 		$2.42M Buy
18,082
+15,465
+591% +$2.31M 0.19% 76
2018
Q3 		$441K Buy
2,617
+246
+10% +$41.5K 0.03% 183
2018
Q2 		$388K Buy
2,371
+368
+18% +$58.9K 0.04% 138
2018
Q1 		$304K Sell
2,003
-381
-16% -$58.8K 0.03% 161
2017
Q4 		$363K Sell
2,384
-494
-17% -$74.2K 0.04% 128
2017
Q3 		$426K Buy
2,878
+401
+16% +$56.4K 0.05% 113
2017
Q2 		$349K Buy
2,477
+200
+9% +$27.7K 0.04% 124
2017
Q1 		$313K Buy
2,277
+556
+32% +$76K 0.04% 109
2016
Q4 		$232K Buy
+1,721
New +$220K 0.03% 127

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

EP Wealth Advisors increased its iShares Russell 2000 ETF (IWM) stake by 3.9% in Q2 2026, buying an estimated $821K and bringing the position to 77,521 shares worth $23.3M. The position accounts for 0.09% of the portfolio, ranked #160.

EP Wealth Advisors first reported a position in IWM in Q4 2016 and has held it in 38 quarters since. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • EP Wealth Advisors held 77,521 shares of iShares Russell 2000 ETF worth $23.3M as of Q2 2026.
  • EP Wealth Advisors bought 2,920 iShares Russell 2000 ETF shares in Q2 2026, an estimated $821K.
  • iShares Russell 2000 ETF made up 0.09% of EP Wealth Advisors's portfolio in Q2 2026, its #160 holding.
  • EP Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 38 quarters since.
  • 2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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