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IWFIWF
30 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in ISHARES TR RUSSELL 1000 GROWTH INDEX FUND

EP Wealth Advisors, LLC holds 772,054 shares of IWF (ISHARES TR RUSSELL 1000 GROWTH INDEX FUND), worth $95.9M as of 2026-Q2. The position was increased (+344.5% shares). IWF represents 0.4% of EP Wealth Advisors, LLC's portfolio.

Current Value

$95.9M

Current Shares

772,054

Total Value Change

+$92.5M

Total Shares Change

+746,507

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
772,054
+344.5%
$95.9M0.4%$124.17
58
2026-Q1
Decreased
173,688
-1.3%
$74.1M0.4%$106.51
0
2025-Q4
Decreased
176,020
-2.3%
$83.3M0.4%$118.12
0
2025-Q2
Increased
180,225
+1.0%
$76.5M0.5%$105.75
42
2025-Q1
Decreased
178,504
-3.0%
$64.5M0.5%$89.85
0
2024-Q4
Decreased
184,040
-15.8%
$73.9M0.6%$99.82
0
2024-Q3
Increased
218,669
+27.4%
$82.1M0.7%$93.21
52
2024-Q2
Increased
171,604
+65.3%
$62.6M0.7%$90.38
61
2024-Q1
Decreased
103,832
-1.8%
$35M0.4%$83.47
0
2023-Q4
Increased
105,769
+6.1%
$32.1M0.4%$74.98
37
2023-Q3
Increased
99,727
+434.2%
$26.5M0.4%$65.66
55
2023-Q2
Decreased
18,670
-76.4%
$28.5M0.4%$67.80
0
2023-Q1
Decreased
78,989
-46.8%
$12M0.2%$60.11
0
2022-Q4
Increased
148,509
+106.1%
$31.8M0.6%$52.59
66
2022-Q3
Decreased
72,051
-33.7%
$15.2M0.3%$51.52
0
2022-Q2
Increased
108,618
+83.5%
$23.8M0.5%$53.40
62
2022-Q1
Increased
59,209
+38.9%
$16.4M0.4%$67.68
44
2021-Q4
Decreased
42,627
-1.5%
$13M0.3%$74.39
0
2021-Q3
Decreased
43,264
-9.7%
$11.9M0.3%$66.62
0
2021-Q2
Increased
47,903
+3.4%
$13M0.4%$65.89
35
2021-Q1
Decreased
46,335
-3.0%
$11.3M0.4%$58.92
0
2020-Q4
Decreased
47,786
-0.7%
$11.5M0.4%$58.37
0
2020-Q3
Decreased
48,142
-2.4%
$10.4M0.4%$52.42
0
2020-Q2
Increased
49,310
+2.0%
$9.5M0.4%$46.30
34
2020-Q1
Increased
48,343
+24.4%
$7.3M0.4%$36.26
40
2019-Q4
Increased
38,857
+25.1%
$6.8M0.3%$42.22
40
2019-Q3
Increased
31,052
+25.5%
$5M0.2%$38.21
40
2019-Q2
Decreased
24,741
-6.0%
$3.9M0.2%$37.56
0
2019-Q1
Increased
26,311
+3.0%
$4M0.4%$36.03
33
2018-Q4
New
25,547
-
$3.3M0.3%$31.08
44

Other major holders of IWF: Steward Partners Investment Advisory, LLC, MORGAN STANLEY, BANK OF AMERICA CORP /DE/

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