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EPIQ Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

EPIQ Partners’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.5M Buy
108,832
+8
+0% +$964 5.73% 2
2026
Q1 		$11.6M Sell
108,824
-248
-0.2% -$28.1K 5.42% 4
2025
Q4 		$12.9M Sell
109,072
-4,072
-4% -$482K 6.02% 2
2025
Q3 		$13.2M Buy
113,144
+56
+0% +$6.24K 6.26% 2
2025
Q2 		$12M Sell
113,088
-7,472
-6% -$714K 6.12% 2
2025
Q1 		$10.9M Buy
120,560
+11,196
+10% +$1.1M 5.74% 2
2024
Q4 		$11M Buy
109,364
+2,208
+2% +$217K 5.94% 3
2024
Q3 		$10.1M Buy
107,156
+12,528
+13% +$1.14M 5.57% 3
2024
Q2 		$8.62M Buy
94,628
+2,508
+3% +$214K 5.84% 3
2024
Q1 		$7.76M Buy
92,120
+2,008
+2% +$162K 5.16% 3
2023
Q4 		$6.83M Sell
90,112
-636
-0.7% -$45K 4.9% 4
2023
Q3 		$6.03M Sell
90,748
-3,336
-4% -$230K 4.56% 5
2023
Q2 		$6.47M Sell
94,084
-364
-0.4% -$23.1K 4.39% 3
2023
Q1 		$5.77M Buy
94,448
+19,468
+26% +$1.12M 3.98% 3
2022
Q4 		$4.02M Buy
74,980
+7,024
+10% +$386K 2.67% 11
2022
Q3 		$3.58M Buy
67,956
+8,620
+15% +$507K 2.21% 13
2022
Q2 		$3.24M Sell
59,336
-4,660
-7% -$280K 1.99% 18
2022
Q1 		$4.44M Sell
63,996
-200
-0.3% -$13.7K 2.39% 11
2021
Q4 		$4.9M Buy
64,196
+2,148
+3% +$159K 2.61% 10
2021
Q3 		$4.25M Sell
62,048
-3,140
-5% -$222K 1.96% 16
2021
Q2 		$4.42M Sell
65,188
-2,440
-4% -$157K 2.22% 12
2021
Q1 		$4.11M Buy
67,628
+1,040
+2% +$63.3K 2.35% 12
2020
Q4 		$4.01M Buy
66,588
+1,120
+2% +$63.7K 2.79% 9
2020
Q3 		$3.63M Buy
65,468
+1,568
+2% +$82.6K 2.73% 6
2020
Q2 		$3.07M Buy
63,900
+1,900
+3% +$83.7K 2.8% 7
2020
Q1 		$2.33M Buy
+62,000
New +$2.67M 2.58% 8

Other funds holding IWF

WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

EPIQ Partners's IWF Position: Q2 2026 in Review

EPIQ Partners increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.01% in Q2 2026, buying an estimated $964 and bringing the position to 108,832 shares worth $13.5M. The position accounts for 5.73% of the portfolio, ranked #2.

EPIQ Partners first reported a position in IWF in Q1 2020 and has held it in 26 quarters since. 582 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • EPIQ Partners held 108,832 shares of iShares Russell 1000 Growth ETF worth $13.5M as of Q2 2026.
  • EPIQ Partners bought 8 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $964.
  • iShares Russell 1000 Growth ETF made up 5.73% of EPIQ Partners's portfolio in Q2 2026, its #2 holding.
  • EPIQ Partners first reported a position in iShares Russell 1000 Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • 582 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on EPIQ Partners's 13F filing for Q2 2026, filed 7 Jul 2026.