EPIQ Partners
IWF icon

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
Q3 		$13.6M Sell
108,292
-540
-0.5% -$66.1K 5.84% 2
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 		$2.34M Buy
+62,000
New +$2.67M 2.58% 8

Other funds holding IWF

OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Bluesphere Advisors
Bluesphere Advisors East Norriton, Pennsylvania $325M AUM 18.1% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

EPIQ Partners's IWF Position: Q3 2026 in Review

EPIQ Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.5% in Q3 2026, selling an estimated $66.1K and leaving 108,292 shares worth $13.6M. The position accounts for 5.84% of the portfolio, ranked #2.

EPIQ Partners first reported a position in IWF in Q1 2020 and has held it in 27 quarters since. 657 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • EPIQ Partners held 108,292 shares of iShares Russell 1000 Growth ETF worth $13.6M as of Q3 2026.
  • EPIQ Partners sold 540 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $66.1K.
  • iShares Russell 1000 Growth ETF made up 5.84% of EPIQ Partners's portfolio in Q3 2026, its #2 holding.
  • EPIQ Partners first reported a position in iShares Russell 1000 Growth ETF in Q1 2020 and has held it in 27 quarters since.
  • 657 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on EPIQ Partners's 13F filing for Q3 2026, filed 7 Oct 2026.