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EPIQ Partners’s iShares Russell 3000 ETF IWV Stock Holding History

EPIQ Partners’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.6M Buy
71,755
+4,204
+6% +$1.73M 12.98% 1
2026
Q1 		$25M Buy
67,551
+4,687
+7% +$1.81M 11.7% 1
2025
Q4 		$24.3M Buy
62,864
+3,087
+5% +$1.18M 11.34% 1
2025
Q3 		$22.7M Buy
59,777
+585
+1% +$213K 10.71% 1
2025
Q2 		$20.8M Buy
59,192
+1,947
+3% +$632K 10.59% 1
2025
Q1 		$18.2M Buy
57,245
+4,055
+8% +$1.36M 9.59% 1
2024
Q4 		$17.8M Sell
53,190
-494
-0.9% -$166K 9.62% 1
2024
Q3 		$17.5M Buy
53,684
+20,322
+61% +$6.4M 9.71% 1
2024
Q2 		$10.3M Buy
33,362
+3,697
+12% +$1.1M 6.97% 2
2024
Q1 		$8.9M Buy
29,665
+975
+3% +$278K 5.92% 2
2023
Q4 		$7.85M Buy
28,690
+1,536
+6% +$392K 5.63% 2
2023
Q3 		$6.65M Buy
27,154
+227
+0.8% +$58K 5.02% 2
2023
Q2 		$6.85M Buy
26,927
+979
+4% +$235K 4.65% 2
2023
Q1 		$6.11M Buy
25,948
+6,104
+31% +$1.41M 4.21% 2
2022
Q4 		$4.38M Buy
19,844
+2,775
+16% +$617K 2.91% 7
2022
Q3 		$3.53M Buy
17,069
+2,502
+17% +$576K 2.19% 15
2022
Q2 		$3.17M Buy
14,567
+2,965
+26% +$702K 1.94% 19
2022
Q1 		$3.04M Buy
11,602
+1,450
+14% +$375K 1.64% 23
2021
Q4 		$2.82M Buy
10,152
+850
+9% +$230K 1.5% 25
2021
Q3 		$2.37M Sell
9,302
-1,150
-11% -$301K 1.09% 36
2021
Q2 		$2.67M Sell
10,452
-285
-3% -$71K 1.34% 32
2021
Q1 		$2.55M Buy
10,737
+650
+6% +$151K 1.46% 29
2020
Q4 		$2.25M Buy
10,087
+1,457
+17% +$306K 1.57% 26
2020
Q3 		$1.74M Sell
8,630
-1,067
-11% -$206K 1.31% 31
2020
Q2 		$1.75M Sell
9,697
-225
-2% -$38.1K 1.59% 25
2020
Q1 		$1.47M Sell
9,922
-10,520
-51% -$1.87M 1.63% 26
2019
Q4 		$3.85M Buy
+20,442
New +$3.68M 3.91% 4

Other funds holding IWV

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EPIQ Partners's IWV Position: Q2 2026 in Review

EPIQ Partners increased its iShares Russell 3000 ETF (IWV) stake by 6.2% in Q2 2026, buying an estimated $1.73M and bringing the position to 71,755 shares worth $30.6M. The position accounts for 12.98% of the portfolio, ranked #1.

EPIQ Partners first reported a position in IWV in Q4 2019 and has held it in 27 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • EPIQ Partners held 71,755 shares of iShares Russell 3000 ETF worth $30.6M as of Q2 2026.
  • EPIQ Partners bought 4,204 iShares Russell 3000 ETF shares in Q2 2026, an estimated $1.73M.
  • iShares Russell 3000 ETF made up 12.98% of EPIQ Partners's portfolio in Q2 2026, its #1 holding.
  • EPIQ Partners first reported a position in iShares Russell 3000 ETF in Q4 2019 and has held it in 27 quarters since.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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