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

EPIQ Capital Group’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$862K Buy
9,756
+35
+0.4% +$3.18K 0.23% 38
2024
Q3 		$857K Buy
9,721
+41
+0.4% +$3.45K 0.25% 36
2024
Q2 		$785K Buy
9,680
+26
+0.3% +$2.12K 0.28% 33
2024
Q1 		$812K Buy
9,654
+25
+0.3% +$1.98K 0.32% 29
2023
Q4 		$748K Sell
9,629
-1,952
-17% -$139K 0.34% 22
2023
Q3 		$806K Hold
11,581
– – 0.42% 23
2023
Q2 		$846K Buy
11,581
+31
+0.3% +$2.16K 0.43% 20
2023
Q1 		$808K Buy
11,550
+44
+0.4% +$3.11K 0.41% 21
2022
Q4 		$776K Buy
11,506
+56
+0.5% +$3.78K 0.42% 21
2022
Q3 		$712K Buy
11,450
+57
+0.5% +$3.92K 0.35% 24
2022
Q2 		$737K Buy
11,393
+35
+0.3% +$2.49K 0.29% 25
2022
Q1 		$886K Buy
11,358
+32
+0.3% +$2.46K 0.24% 26
2021
Q4 		$940K Sell
11,326
-536
-5% -$44K 0.17% 27
2021
Q3 		$928K Buy
11,862
+39
+0.3% +$3.12K 0.1% 29
2021
Q2 		$937K Buy
11,823
+23
+0.2% +$1.78K 0.1% 26
2021
Q1 		$872K Buy
11,800
+31
+0.3% +$2.24K 0.1% 25
2020
Q4 		$807K Buy
11,769
+40
+0.3% +$2.55K 0.13% 28
2020
Q3 		$673K Buy
11,729
+45
+0.4% +$2.56K 0.1% 26
2020
Q2 		$626K Buy
11,684
+35
+0.3% +$1.75K 0.11% 26
2020
Q1 		$503K Buy
11,649
+72
+0.6% +$3.96K 0.15% 28
2019
Q4 		$690K Buy
+11,577
New +$665K 0.17% 28

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

EPIQ Capital Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.36% in Q4 2024, buying an estimated $3.18K and bringing the position to 9,756 shares worth $862K. The position accounts for 0.23% of the portfolio, ranked #38.

EPIQ Capital Group first reported a position in IWR in Q4 2019 and has held it in 21 quarters since. The position peaked at $940K in Q4 2021. 1,413 funds tracked by Wall St. Rank hold IWR as of Q4 2024.

  • EPIQ Capital Group held 9,756 shares of iShares Russell Mid-Cap ETF worth $862K as of Q4 2024.
  • EPIQ Capital Group bought 35 iShares Russell Mid-Cap ETF shares in Q4 2024, an estimated $3.18K.
  • iShares Russell Mid-Cap ETF made up 0.23% of EPIQ Capital Group's portfolio in Q4 2024, its #38 holding.
  • EPIQ Capital Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 21 quarters since.
  • EPIQ Capital Group's iShares Russell Mid-Cap ETF position peaked at $940K in Q4 2021.
  • 1,413 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2024.

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