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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
Q3 		$32.2M Buy
74,545
+2,790
+4% +$1.21M 13.86% 1
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

TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

EPIQ Partners's IWV Position: Q3 2026 in Review

EPIQ Partners increased its iShares Russell 3000 ETF (IWV) stake by 3.9% in Q3 2026, buying an estimated $1.21M and bringing the position to 74,545 shares worth $32.2M. The position accounts for 13.86% of the portfolio, ranked #1.

EPIQ Partners first reported a position in IWV in Q4 2019 and has held it in 28 quarters since. 46 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

  • EPIQ Partners held 74,545 shares of iShares Russell 3000 ETF worth $32.2M as of Q3 2026.
  • EPIQ Partners bought 2,790 iShares Russell 3000 ETF shares in Q3 2026, an estimated $1.21M.
  • iShares Russell 3000 ETF made up 13.86% of EPIQ Partners's portfolio in Q3 2026, its #1 holding.
  • EPIQ Partners first reported a position in iShares Russell 3000 ETF in Q4 2019 and has held it in 28 quarters since.
  • 46 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

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