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EP Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

EP Wealth Advisors’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.9M Sell
190,389
-1,684
-0.9% -$232K 0.11% 141
2026
Q1 		$24.6M Buy
192,073
+2,331
+1% +$315K 0.12% 117
2025
Q4 		$26M Buy
+189,742
New +$26.5M 0.14% 109
2025
Q2 		$27.6M Sell
198,690
-117,663
-37% -$14.9M 0.18% 96
2025
Q1 		$37.2M Buy
316,353
+176,577
+126% +$22.7M 0.3% 68
2024
Q4 		$17.7M Buy
139,776
+1,227
+0.9% +$156K 0.14% 113
2024
Q3 		$16.3M Buy
138,549
+53,028
+62% +$5.93M 0.14% 116
2024
Q2 		$9.44M Sell
85,521
-2,729
-3% -$300K 0.1% 121
2024
Q1 		$10.1M Sell
88,250
-2,948
-3% -$319K 0.12% 108
2023
Q4 		$9.53M Buy
91,198
+388
+0.4% +$36.8K 0.12% 109
2023
Q3 		$8.3M Buy
90,810
+82,343
+973% +$7.87M 0.13% 115
2023
Q2 		$8.97M Sell
8,467
-18,021
-68% -$1.64M 0.13% 109
2023
Q1 		$6.01M Sell
26,488
-82,500
-76% -$7.36M 0.1% 119
2022
Q4 		$9.11M Buy
108,988
+5,474
+5% +$461K 0.16% 93
2022
Q3 		$8.12M Sell
103,514
-43,973
-30% -$3.78M 0.18% 87
2022
Q2 		$11.7M Buy
147,487
+21,105
+17% +$1.84M 0.26% 66
2022
Q1 		$12.7M Buy
126,382
+17,975
+17% +$1.79M 0.28% 71
2021
Q4 		$12.5M Sell
108,407
-11
-0% -$1.28K 0.3% 63
2021
Q3 		$12.2M Sell
108,418
-8,964
-8% -$1.03M 0.33% 56
2021
Q2 		$13.3M Sell
117,382
-5,850
-5% -$625K 0.37% 56
2021
Q1 		$12.6M Buy
123,232
+2,022
+2% +$211K 0.4% 56
2020
Q4 		$12.4M Sell
121,210
-610
-0.5% -$58K 0.44% 51
2020
Q3 		$10.5M Sell
121,820
-10,964
-8% -$925K 0.45% 46
2020
Q2 		$10.5M Sell
132,784
-21,666
-14% -$1.57M 0.45% 48
2020
Q1 		$9.39M Sell
154,450
-36,364
-19% -$2.65M 0.46% 44
2019
Q4 		$14.6M Buy
190,814
+31,778
+20% +$2.33M 0.6% 38
2019
Q3 		$11.2M Sell
159,036
-2,368
-1% -$170K 0.56% 43
2019
Q2 		$11.5M Sell
161,404
-932,150
-85% -$64.8M 0.72% 33
2019
Q1 		$74.2M Buy
1,093,554
+47,148
+5% +$3.03M 7.13% 2
2018
Q4 		$59.5M Buy
1,046,406
+1,026,248
+5,091% +$62.4M 4.59% 4
2018
Q3 		$1.37M Sell
20,158
-1,644
-8% -$109K 0.11% 99
2018
Q2 		$1.38M Buy
21,802
+632
+3% +$39.8K 0.13% 74
2018
Q1 		$1.3M Sell
21,170
-13,650
-39% -$852K 0.13% 83
2017
Q4 		$2.1M Buy
34,820
+24,728
+245% +$1.45M 0.22% 52
2017
Q3 		$571K Buy
10,092
+1,220
+14% +$66.9K 0.07% 100
2017
Q2 		$479K Sell
8,872
-2,130
-19% -$113K 0.06% 107
2017
Q1 		$571K Sell
11,002
-19,658
-64% -$1M 0.08% 79
2016
Q4 		$1.22M Buy
30,660
+22,924
+296% +$1.1M 0.18% 53
2016
Q3 		$377K Buy
+7,736
New +$375K 0.06% 94
2016
Q2 		– Sell
-9,616
Closed -$443K – 138
2016
Q1 		$443K Sell
9,616
-152,052
-94% -$6.57M 0.07% 90
2015
Q4 		$7.43M Buy
161,668
+146,104
+939% +$6.79M 1.25% 32
2015
Q3 		$690K Sell
15,564
-752
-5% -$35.7K 0.13% 70
2015
Q2 		$790K Buy
16,316
+866
+6% +$42.7K 0.15% 52
2015
Q1 		$757K Sell
15,450
-9,538
-38% -$455K 0.14% 56
2014
Q4 		$1.17M Buy
24,988
+18,788
+303% +$850K 0.19% 60
2014
Q3 		$274K Buy
6,200
+150
+2% +$6.69K 0.04% 93
2014
Q2 		$271K Sell
6,050
-2,834
-32% -$122K 0.06% 97
2014
Q1 		$381K Sell
8,884
-720
-7% -$30.6K 0.1% 71
2013
Q4 		$405K Buy
9,604
+370
+4% +$15K 0.11% 78
2013
Q3 		$361K Buy
+9,234
New +$352K 0.11% 73

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

EP Wealth Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.88% in Q2 2026, selling an estimated $232K and leaving 190,389 shares worth $27.9M. The position accounts for 0.11% of the portfolio, ranked #141.

EP Wealth Advisors first reported a position in IWP in Q3 2013 and has held it in 50 quarters since. The position peaked at $74.2M in Q1 2019. 1,212 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • EP Wealth Advisors held 190,389 shares of iShares Russell Mid-Cap Growth ETF worth $27.9M as of Q2 2026.
  • EP Wealth Advisors sold 1,684 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $232K.
  • iShares Russell Mid-Cap Growth ETF made up 0.11% of EP Wealth Advisors's portfolio in Q2 2026, its #141 holding.
  • EP Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2013 and has held it in 50 quarters since.
  • EP Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $74.2M in Q1 2019.
  • 1,212 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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