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EPIQ Capital Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

EPIQ Capital Group’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
2021
Q4 		– Sell
-2,573
Closed -$288K – 62
2021
Q3 		$288K Buy
2,573
+3
+0.1% +$345 0.03% 55
2021
Q2 		$291K Buy
2,570
+1
+0% +$107 0.03% 47
2021
Q1 		$262K Buy
2,569
+1
+0% +$105 0.03% 43
2020
Q4 		$264K Buy
2,568
+2
+0.1% +$190 0.04% 42
2020
Q3 		$222K Buy
2,566
+4
+0.2% +$338 0.03% 41
2020
Q2 		$203K Buy
+2,562
New +$186K 0.03% 44

Other funds holding IWP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

EPIQ Capital Group's IWP Position: Q4 2021 in Review

EPIQ Capital Group sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2021, closing a stake of 2,573 shares — an estimated $288K sold.

EPIQ Capital Group first reported a position in IWP in Q2 2020 and held it in 6 quarters. The position peaked at $291K in Q2 2021. 944 funds tracked by Wall St. Rank hold IWP as of Q4 2021.

  • EPIQ Capital Group reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2021 after selling out during the quarter.
  • EPIQ Capital Group sold 2,573 iShares Russell Mid-Cap Growth ETF shares in Q4 2021, an estimated $288K.
  • EPIQ Capital Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2020 and held it in 6 quarters.
  • EPIQ Capital Group's iShares Russell Mid-Cap Growth ETF position peaked at $291K in Q2 2021.
  • 944 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2021.

Based on EPIQ Capital Group's 13F filing for Q4 2021, filed 9 Feb 2022.