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EPIQ Capital Group’s iShares Russell 2000 ETF IWM Stock Holding History

EPIQ Capital Group’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
2024
Q4 		$3.13M Sell
14,181
-29
-0.2% -$6.61K 0.82% 18
2024
Q3 		$3.14M Buy
14,210
+12,561
+762% +$2.69M 0.9% 17
2024
Q2 		$335K Buy
1,649
+326
+25% +$65.9K 0.12% 46
2024
Q1 		$278K Buy
1,323
+3
+0.2% +$598 0.11% 50
2023
Q4 		$265K Buy
1,320
+11
+0.8% +$1.97K 0.12% 43
2023
Q3 		$232K Sell
1,309
-80
-6% -$15K 0.12% 49
2023
Q2 		$260K Buy
1,389
+4
+0.3% +$713 0.13% 45
2023
Q1 		$247K Buy
1,385
+5
+0.4% +$921 0.12% 45
2022
Q4 		$241K Buy
1,380
+6
+0.4% +$1.07K 0.13% 42
2022
Q3 		$227K Buy
1,374
+7
+0.5% +$1.28K 0.11% 42
2022
Q2 		$231K Buy
1,367
+4
+0.3% +$737 0.09% 41
2022
Q1 		$280K Buy
1,363
+3
+0.2% +$612 0.08% 45
2021
Q4 		$303K Buy
1,360
+4
+0.3% +$904 0.05% 49
2021
Q3 		$297K Buy
1,356
+4
+0.3% +$887 0.03% 54
2021
Q2 		$310K Buy
1,352
+2
+0.1% +$450 0.03% 46
2021
Q1 		$298K Sell
1,350
-235
-15% -$51.3K 0.03% 42
2020
Q4 		$311K Buy
1,585
+4
+0.3% +$700 0.05% 39
2020
Q3 		$237K Sell
1,581
-626
-28% -$94.2K 0.03% 40
2020
Q2 		$316K Buy
2,207
+7
+0.3% +$919 0.05% 33
2020
Q1 		$252K Buy
2,200
+8
+0.4% +$1.19K 0.07% 34
2019
Q4 		$363K Buy
+2,192
New +$346K 0.09% 33

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

EPIQ Capital Group reduced its iShares Russell 2000 ETF (IWM) stake by 0.2% in Q4 2024, selling an estimated $6.61K and leaving 14,181 shares worth $3.13M. The position accounts for 0.82% of the portfolio, ranked #18.

EPIQ Capital Group first reported a position in IWM in Q4 2019 and has held it in 21 quarters since. The position peaked at $3.14M in Q3 2024. 2,527 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

  • EPIQ Capital Group held 14,181 shares of iShares Russell 2000 ETF worth $3.13M as of Q4 2024.
  • EPIQ Capital Group sold 29 iShares Russell 2000 ETF shares in Q4 2024, an estimated $6.61K.
  • iShares Russell 2000 ETF made up 0.82% of EPIQ Capital Group's portfolio in Q4 2024, its #18 holding.
  • EPIQ Capital Group first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 21 quarters since.
  • EPIQ Capital Group's iShares Russell 2000 ETF position peaked at $3.14M in Q3 2024.
  • 2,527 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

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