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EPIQ Capital Group’s iShares Russell 1000 ETF IWB Stock Holding History

EPIQ Capital Group’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$65.4M Buy
203,092
+5,815
+3% +$1.88M 17.07% 1
2024
Q3 		$62M Buy
197,277
+7,480
+4% +$2.27M 17.85% 1
2024
Q2 		$56.5M Sell
189,797
-2,316
-1% -$665K 19.88% 1
2024
Q1 		$55.3M Buy
192,113
+5,732
+3% +$1.57M 22.03% 1
2023
Q4 		$48.9M Buy
186,381
+6,664
+4% +$1.63M 22.21% 1
2023
Q3 		$42.4M Buy
179,717
+214
+0.1% +$52.4K 21.96% 1
2023
Q2 		$43.8M Sell
179,503
-11,840
-6% -$2.73M 22.05% 1
2023
Q1 		$43.1M Sell
191,343
-1,044
-0.5% -$230K 21.69% 1
2022
Q4 		$40.5M Buy
192,387
+6,473
+3% +$1.37M 22.07% 1
2022
Q3 		$36.7M Buy
185,914
+651
+0.4% +$143K 18.07% 1
2022
Q2 		$38.5M Buy
185,263
+3,168
+2% +$716K 15.11% 1
2022
Q1 		$45.5M Sell
182,095
-8,142
-4% -$2.01M 12.45% 3
2021
Q4 		$50.3M Sell
190,237
-221
-0.1% -$56.9K 8.94% 4
2021
Q3 		$46M Sell
190,458
-8,710
-4% -$2.17M 4.76% 4
2021
Q2 		$48.2M Sell
199,168
-5,017
-2% -$1.18M 5.04% 4
2021
Q1 		$45.7M Sell
204,185
-8,988
-4% -$1.97M 5.1% 4
2020
Q4 		$45.2M Sell
213,173
-8,427
-4% -$1.68M 7.15% 3
2020
Q3 		$41.5M Sell
221,600
-4,939
-2% -$912K 5.93% 3
2020
Q2 		$38.9M Sell
226,539
-4,455
-2% -$721K 6.55% 3
2020
Q1 		$32.7M Buy
230,994
+5,720
+3% +$967K 9.67% 2
2019
Q4 		$40.2M Buy
+225,274
New +$38.4M 9.83% 2

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EPIQ Capital Group's IWB Position: Q4 2024 in Review

EPIQ Capital Group increased its iShares Russell 1000 ETF (IWB) stake by 2.9% in Q4 2024, buying an estimated $1.88M and bringing the position to 203,092 shares worth $65.4M. The position accounts for 17.07% of the portfolio, ranked #1.

EPIQ Capital Group first reported a position in IWB in Q4 2019 and has held it in 21 quarters since. 1,360 funds tracked by Wall St. Rank hold IWB as of Q4 2024.

  • EPIQ Capital Group held 203,092 shares of iShares Russell 1000 ETF worth $65.4M as of Q4 2024.
  • EPIQ Capital Group bought 5,815 iShares Russell 1000 ETF shares in Q4 2024, an estimated $1.88M.
  • iShares Russell 1000 ETF made up 17.07% of EPIQ Capital Group's portfolio in Q4 2024, its #1 holding.
  • EPIQ Capital Group first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 21 quarters since.
  • 1,360 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2024.

Based on EPIQ Capital Group's 13F filing for Q4 2024, filed 7 Feb 2025.