EPIQ Partners’s iShares Russell 2000 ETF IWM Stock Holding History

EPIQ Partners’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$372K	Buy	+1,238	New	+$348K	0.16%	71

Other funds holding IWM

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

EPIQ Partners's IWM Position: Q2 2026 in Review

EPIQ Partners opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 1,238 shares worth $372K. The stake represents 0.16% of the portfolio and ranks #71 among its holdings.

630 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

EPIQ Partners held 1,238 shares of iShares Russell 2000 ETF worth $372K as of Q2 2026.
iShares Russell 2000 ETF was a new EPIQ Partners position in Q2 2026.
iShares Russell 2000 ETF made up 0.16% of EPIQ Partners's portfolio in Q2 2026, its #71 holding.
630 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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