EPIQ Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

EPIQ Partners’s Portfolio IWO Stock Details IWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$376K	Hold	1,053	–	–	0.16%	69
2026 Q2	$415K	Hold	1,053	–	–	0.18%	66
2026 Q1	$330K	Hold	1,053	–	–	0.15%	61
2025 Q4	$340K	Hold	1,053	–	–	0.16%	61
2025 Q3	$337K	Buy	1,053 +3	+0.3%	+$905	0.16%	58
2025 Q2	$300K	Sell	1,050 -250	-19%	-$65.8K	0.15%	61
2025 Q1	$332K	Hold	1,300	–	–	0.18%	59
2024 Q4	$374K	Hold	1,300	–	–	0.2%	54
2024 Q3	$369K	Hold	1,300	–	–	0.2%	58
2024 Q2	$341K	Hold	1,300	–	–	0.23%	52
2024 Q1	$352K	Hold	1,300	–	–	0.23%	53
2023 Q4	$328K	Hold	1,300	–	–	0.24%	52
2023 Q3	$291K	Hold	1,300	–	–	0.22%	55
2023 Q2	$315K	Hold	1,300	–	–	0.21%	57
2023 Q1	$295K	Hold	1,300	–	–	0.2%	59
2022 Q4	$279K	Buy	+1,300	New	+$285K	0.19%	67

Other funds holding IWO

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

EPIQ Partners's IWO Position: Q3 2026 in Review

EPIQ Partners held its iShares Russell 2000 Growth ETF (IWO) position steady in Q3 2026 at 1,053 shares worth $376K. The position accounts for 0.16% of the portfolio, ranked #69.

EPIQ Partners first reported a position in IWO in Q4 2022 and has held it in 16 quarters since. The position peaked at $415K in Q2 2026. 744 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

EPIQ Partners held 1,053 shares of iShares Russell 2000 Growth ETF worth $376K as of Q3 2026.
EPIQ Partners left its iShares Russell 2000 Growth ETF share count unchanged in Q3 2026.
iShares Russell 2000 Growth ETF made up 0.16% of EPIQ Partners's portfolio in Q3 2026, its #69 holding.
EPIQ Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 16 quarters since.
EPIQ Partners's iShares Russell 2000 Growth ETF position peaked at $415K in Q2 2026.
744 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

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