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IWF
Showing 7 of 29 quarters

Position history for EP Wealth Advisors, LLC's holdings in iShares Trust RUS 1000 GRW ETF

EP Wealth Advisors, LLC holds 173,688 shares of IWF (iShares Trust RUS 1000 GRW ETF), worth $74.1M as of 2026-Q1. The position was decreased (-1.3% shares). IWF represents 0.4% of EP Wealth Advisors, LLC's portfolio.

Current Value

$74.1M

Current Shares

173,688

Total Value Change

+$11.5M

Total Shares Change

+2,084

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
173,688
-1.3%
$74.1M0.4%$448.66
0
2025-Q4
Decreased
176,020
-2.3%
$83.3M0.4%$476.95
0
2025-Q2
Increased
180,225
+1.0%
$76.5M0.5%$420.88
42
2025-Q1
Decreased
178,504
-3.0%
$64.5M0.5%$359.49
0
2024-Q4
Decreased
184,040
-15.8%
$73.9M0.6%$403.59
0
2024-Q3
Increased
218,669
+27.4%
$82.1M0.7%$371.77
52
2024-Q2
Increased
171,604
+65.3%
$62.6M0.7%$362.15
61

Other major holders of IWF: BANK OF AMERICA CORP /DE/, MORGAN STANLEY

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