Question 1

How many shares of IWF does IEQ CAPITAL, LLC own?

Accepted Answer

As of 2026-Q2, IEQ CAPITAL, LLC holds 1.6M shares of IWF (ISHARES TR).

Question 2

What is IEQ CAPITAL, LLC's IWF position worth?

Accepted Answer

As of 2026-Q2, IEQ CAPITAL, LLC's IWF position is worth $194.7M.

Question 3

Is IEQ CAPITAL, LLC buying or selling IWF?

Accepted Answer

In 2026-Q2, IEQ CAPITAL, LLC increased their IWF position (+204.3% change in shares).

Question 4

When did IEQ CAPITAL, LLC first buy IWF?

Accepted Answer

Based on available 13F filings, IEQ CAPITAL, LLC first reported a position in IWF in 2024-Q3. They have held the position across 27 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1.6M	+204.3%	$194.7M	0.9%	$124.17	69
2026-Q1	Increased	515,341	+4.7%	$219.7M	1.0%	$106.51	51
2025-Q4	Increased	492,105	+7.9%	$232.9M	0.7%	$118.12	47
2025-Q3	Increased	456,239	+6.6%	$213.7M	0.6%	$116.78	46
2025-Q2	Decreased	427,907	-0.3%	$181.7M	1.1%	$105.75	0
2025-Q1	Increased	428,978	+12.0%	$154.9M	1.2%	$89.85	54
2024-Q4	Increased	383,114	+39.0%	$153.9M	1.5%	$99.82	63
2024-Q3	Increased	275,712	+1.8%	$103.5M	1.3%	$93.21	48

IWFShowing 8 of 27 quarters

IWF
Showing 8 of 27 quarters