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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

EPIQ Partners's IWO Position: Q2 2026 in Review

EPIQ Partners held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 1,053 shares worth $415K. The position accounts for 0.18% of the portfolio, ranked #66.

EPIQ Partners first reported a position in IWO in Q4 2022 and has held it in 15 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

EPIQ Partners held 1,053 shares of iShares Russell 2000 Growth ETF worth $415K as of Q2 2026.
EPIQ Partners left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.18% of EPIQ Partners's portfolio in Q2 2026, its #66 holding.
EPIQ Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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