Epic Trust Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Epic Trust Investment 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
2024 Q2	$4.22M	Buy	46,260 +5,896	+15%	+$503K	4.64%	4
2024 Q1	$3.4M	Buy	40,364 +2,876	+8%	+$232K	4.19%	4
2023 Q4	$2.84M	Buy	37,488 +3,444	+10%	+$244K	3.81%	4
2023 Q3	$2.26M	Sell	34,044 -3,632	-10%	-$251K	3.56%	5
2023 Q2	$2.59M	Buy	37,676 +4,052	+12%	+$258K	3.68%	4
2023 Q1	$2.05M	Buy	33,624 +1,924	+6%	+$111K	2.5%	9
2022 Q4	$1.7M	Sell	31,700 -1,560	-5%	-$85.8K	2.55%	8
2022 Q3	$1.75M	Buy	33,260 +11,264	+51%	+$662K	2.42%	8
2022 Q2	$1.2M	Buy	21,996 +1,756	+9%	+$105K	2.27%	11
2022 Q1	$1.41M	Buy	20,240 +1,024	+5%	+$69.9K	2.19%	10
2021 Q4	$1.47M	Buy	+19,216	New	+$1.42M	2.13%	11

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Epic Trust Investment Advisors's IWF Position: Q2 2024 in Review

Epic Trust Investment Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 15% in Q2 2024, buying an estimated $503K and bringing the position to 46,260 shares worth $4.22M. The position accounts for 4.64% of the portfolio, ranked #4.

Epic Trust Investment Advisors first reported a position in IWF in Q4 2021 and has held it in 11 quarters since. 2,028 funds tracked by Wall St. Rank hold IWF as of Q2 2024.

Epic Trust Investment Advisors held 46,260 shares of iShares Russell 1000 Growth ETF worth $4.22M as of Q2 2024.
Epic Trust Investment Advisors bought 5,896 iShares Russell 1000 Growth ETF shares in Q2 2024, an estimated $503K.
iShares Russell 1000 Growth ETF made up 4.64% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #4 holding.
Epic Trust Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 11 quarters since.
2,028 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.