ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 164,192 Value ($000) $20,238 Avg Close — Range —
Q2 2025
Shares 679,544 Value ($000) $74,818 Avg Close — Range —
Q1 2025
Shares 115,584 Value ($000) $10,730 Avg Close — Range —
Q4 2024
Shares 116,245 Value ($000) $11,802 Avg Close — Range —
Q3 2024
Shares 123,660 Value ($000) $11,840 Avg Close — Range —
Q2 2024
Shares 109,786 Value ($000) $10,160 Avg Close — Range —
Q1 2024
Shares 110,016 Value ($000) $9,290 Avg Close — Range —
Q4 2023
Shares 114,569 Value ($000) $8,604 Avg Close — Range —
Q3 2023
Shares 117,107 Value ($000) $8,012 Avg Close — Range —
Q2 2023
Shares 4,466 Value ($000) $8,436 Avg Close — Range —
Q1 2023
Shares 90,264 Value ($000) $37,106 Avg Close — Range —
Q4 2022
Shares 111,159 Value ($000) $6,503 Avg Close — Range —
Q3 2022
Shares 115,322 Value ($000) $6,671 Avg Close — Range —
Q2 2022
Shares 124,416 Value ($000) $7,509 Avg Close — Range —
Q1 2022
Shares 111,348 Value ($000) $8,505 Avg Close — Range —
Q4 2021
Shares 110,922 Value ($000) $9,281 Avg Close — Range —
Q3 2021
Shares 113,789 Value ($000) $8,410 Avg Close — Range —
Q2 2021
Shares 112,232 Value ($000) $8,163 Avg Close — Range —
Q1 2021
Shares 124,389 Value ($000) $8,099 Avg Close — Range —
Q4 2020
Shares 123,459 Value ($000) $7,879 Avg Close — Range —
Q2 2020
Shares 31,596 Value ($000) $6,556 Avg Close — Range —
Q1 2020
Shares 31,714 Value ($000) $5,234 Avg Close — Range —
Q4 2019
Shares 25,230 Value ($000) $4,886 Avg Close — Range —
Q3 2019
Shares 8,988 Value ($000) $1,618 Avg Close — Range —
Q2 2019
Shares 9,341 Value ($000) $1,674 Avg Close — Range —
Q1 2019
Shares 7,373 Value ($000) $1,271 Avg Close — Range —
Q4 2018
Shares 7,453 Value ($000) $1,123 Avg Close — Range —