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

EP Wealth Advisors’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.3M Buy
26,096
+747
+3% +$273K 0.04% 268
2026
Q1 		$7.95M Buy
25,349
+17
+0.1% +$5.66K 0.04% 244
2025
Q4 		$8.18M Buy
+25,332
New +$8.24M 0.04% 219
2025
Q2 		$7.35M Buy
25,702
+202
+0.8% +$53.2K 0.05% 217
2025
Q1 		$6.52M Sell
25,500
-757
-3% -$214K 0.05% 192
2024
Q4 		$7.56M Buy
26,257
+5
+0% +$1.48K 0.06% 175
2024
Q3 		$7.46M Buy
26,252
+2,526
+11% +$692K 0.06% 181
2024
Q2 		$6.23M Sell
23,726
-366
-2% -$95K 0.07% 162
2024
Q1 		$6.52M Sell
24,092
-635
-3% -$162K 0.08% 147
2023
Q4 		$6.24M Buy
24,727
+1,797
+8% +$405K 0.08% 138
2023
Q3 		$5.14M Buy
22,930
+12,930
+129% +$3.09M 0.08% 143
2023
Q2 		$5.83M Sell
10,000
-55,053
-85% -$12.6M 0.08% 137
2023
Q1 		$8.91M Buy
65,053
+42,579
+189% +$9.74M 0.15% 99
2022
Q4 		$4.82M Buy
22,474
+514
+2% +$113K 0.09% 127
2022
Q3 		$4.54M Sell
21,960
-3,232
-13% -$727K 0.1% 120
2022
Q2 		$5.2M Buy
25,192
+1,907
+8% +$425K 0.12% 103
2022
Q1 		$5.96M Buy
23,285
+4,574
+24% +$1.17M 0.13% 97
2021
Q4 		$5.48M Sell
18,711
-1,940
-9% -$585K 0.13% 97
2021
Q3 		$6.06M Sell
20,651
-2,918
-12% -$877K 0.17% 81
2021
Q2 		$7.35M Sell
23,569
-338
-1% -$102K 0.2% 77
2021
Q1 		$7.19M Buy
23,907
+70
+0.3% +$21.7K 0.23% 73
2020
Q4 		$6.83M Sell
23,837
-203
-0.8% -$51.7K 0.24% 64
2020
Q3 		$5.33M Sell
24,040
-5,348
-18% -$1.17M 0.23% 61
2020
Q2 		$6.08M Sell
29,388
-1,028
-3% -$192K 0.26% 63
2020
Q1 		$4.81M Buy
30,416
+1,856
+6% +$368K 0.24% 71
2019
Q4 		$6.12M Buy
28,560
+13,139
+85% +$2.67M 0.25% 77
2019
Q3 		$2.97M Buy
15,421
+525
+4% +$104K 0.15% 86
2019
Q2 		$2.99M Sell
14,896
-1,727
-10% -$342K 0.19% 61
2019
Q1 		$3.27M Sell
16,623
-3,458
-17% -$658K 0.31% 52
2018
Q4 		$3.37M Buy
20,081
+17,522
+685% +$3.27M 0.26% 59
2018
Q3 		$550K Buy
2,559
+611
+31% +$130K 0.04% 167
2018
Q2 		$398K Buy
1,948
+156
+9% +$31.2K 0.04% 135
2018
Q1 		$342K Buy
1,792
+48
+3% +$9.22K 0.03% 147
2017
Q4 		$326K Buy
1,744
+310
+22% +$56.6K 0.03% 137
2017
Q3 		$257K Buy
1,434
+84
+6% +$14.3K 0.03% 147
2017
Q2 		$228K Buy
1,350
+10
+0.7% +$1.65K 0.03% 167
2017
Q1 		$217K Sell
1,340
-273
-17% -$43.3K 0.03% 146
2016
Q4 		$225K Buy
+1,613
New +$241K 0.03% 128
2016
Q3 		– Sell
-1,864
Closed -$256K – 140
2016
Q2 		$256K Buy
+1,864
New +$252K 0.04% 106

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

EP Wealth Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 2.9% in Q2 2026, buying an estimated $273K and bringing the position to 26,096 shares worth $10.3M. The position accounts for 0.04% of the portfolio, ranked #268.

EP Wealth Advisors first reported a position in IWO in Q2 2016 and has held it in 39 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • EP Wealth Advisors held 26,096 shares of iShares Russell 2000 Growth ETF worth $10.3M as of Q2 2026.
  • EP Wealth Advisors bought 747 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $273K.
  • iShares Russell 2000 Growth ETF made up 0.04% of EP Wealth Advisors's portfolio in Q2 2026, its #268 holding.
  • EP Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2016 and has held it in 39 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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