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EPIQ Capital Group’s iShares Russell 3000 ETF IWV Stock Holding History

EPIQ Capital Group’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$569K Buy
1,703
+45
+3% +$15.1K 0.15% 42
2024
Q3 		$542K Buy
1,658
+5
+0.3% +$1.57K 0.16% 43
2024
Q2 		$510K Buy
1,653
+5
+0.3% +$1.49K 0.18% 40
2024
Q1 		$495K Buy
1,648
+4
+0.2% +$1.14K 0.2% 31
2023
Q4 		$450K Sell
1,644
-67
-4% -$17.1K 0.2% 34
2023
Q3 		$421K Hold
1,711
– – 0.22% 33
2023
Q2 		$435K Buy
1,711
+5
+0.3% +$1.2K 0.22% 32
2023
Q1 		$402K Buy
1,706
+6
+0.4% +$1.39K 0.2% 34
2022
Q4 		$375K Buy
1,700
+8
+0.5% +$1.78K 0.2% 32
2022
Q3 		$350K Buy
1,692
+8
+0.5% +$1.84K 0.17% 33
2022
Q2 		$366K Buy
1,684
+4
+0.2% +$947 0.14% 34
2022
Q1 		$441K Buy
1,680
+5
+0.3% +$1.29K 0.12% 37
2021
Q4 		$465K Buy
1,675
+748
+81% +$203K 0.08% 41
2021
Q3 		$236K Buy
927
+3
+0.3% +$785 0.02% 59
2021
Q2 		$236K Sell
924
-99
-10% -$24.7K 0.02% 50
2021
Q1 		$243K Sell
1,023
-11,479
-92% -$2.67M 0.03% 46
2020
Q4 		$2.79M Buy
12,502
+47
+0.4% +$9.87K 0.44% 14
2020
Q3 		$2.44M Buy
12,455
+50
+0.4% +$9.68K 0.35% 16
2020
Q2 		$2.23M Buy
12,405
+41
+0.3% +$6.95K 0.38% 15
2020
Q1 		$1.83M Buy
+12,364
New +$2.2M 0.54% 14

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

EPIQ Capital Group increased its iShares Russell 3000 ETF (IWV) stake by 2.7% in Q4 2024, buying an estimated $15.1K and bringing the position to 1,703 shares worth $569K. The position accounts for 0.15% of the portfolio, ranked #42.

EPIQ Capital Group first reported a position in IWV in Q1 2020 and has held it in 20 quarters since. The position peaked at $2.79M in Q4 2020. 850 funds tracked by Wall St. Rank hold IWV as of Q4 2024.

  • EPIQ Capital Group held 1,703 shares of iShares Russell 3000 ETF worth $569K as of Q4 2024.
  • EPIQ Capital Group bought 45 iShares Russell 3000 ETF shares in Q4 2024, an estimated $15.1K.
  • iShares Russell 3000 ETF made up 0.15% of EPIQ Capital Group's portfolio in Q4 2024, its #42 holding.
  • EPIQ Capital Group first reported a position in iShares Russell 3000 ETF in Q1 2020 and has held it in 20 quarters since.
  • EPIQ Capital Group's iShares Russell 3000 ETF position peaked at $2.79M in Q4 2020.
  • 850 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2024.

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