ISHARES TR

Ticker: IWS CUSIP: 464287473 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 40,011 Value ($000) $5,644 Avg Close Range
Q2 2025
Shares 37,317 Value ($000) $4,931 Avg Close Range
Q1 2025
Shares 38,454 Value ($000) $4,844 Avg Close Range
Q4 2024
Shares 39,623 Value ($000) $5,125 Avg Close Range
Q3 2024
Shares 38,405 Value ($000) $5,079 Avg Close Range
Q2 2024
Shares 33,527 Value ($000) $4,048 Avg Close Range
Q1 2024
Shares 34,526 Value ($000) $4,327 Avg Close Range
Q4 2023
Shares 35,363 Value ($000) $4,112 Avg Close Range
Q3 2023
Shares 34,896 Value ($000) $3,641 Avg Close Range
Q2 2023
Shares 113,859 Value ($000) $3,584 Avg Close Range
Q1 2023
Shares 22,747 Value ($000) $1,590 Avg Close Range
Q4 2022
Shares 36,371 Value ($000) $3,831 Avg Close Range
Q3 2022
Shares 37,226 Value ($000) $3,576 Avg Close Range
Q2 2022
Shares 41,174 Value ($000) $4,182 Avg Close Range
Q1 2022
Shares 35,274 Value ($000) $4,220 Avg Close Range
Q4 2021
Shares 36,442 Value ($000) $4,460 Avg Close Range
Q3 2021
Shares 38,073 Value ($000) $4,312 Avg Close Range
Q2 2021
Shares 41,234 Value ($000) $4,741 Avg Close Range
Q1 2021
Shares 42,962 Value ($000) $4,696 Avg Close Range
Q4 2020
Shares 41,140 Value ($000) $3,989 Avg Close Range
Q3 2020
Shares 38,042 Value ($000) $3,075 Avg Close Range
Q2 2020
Shares 53,002 Value ($000) $4,056 Avg Close Range
Q1 2020
Shares 64,193 Value ($000) $4,114 Avg Close Range
Q4 2019
Shares 72,426 Value ($000) $6,864 Avg Close Range
Q3 2019
Shares 57,810 Value ($000) $5,186 Avg Close Range
Q2 2019
Shares 55,135 Value ($000) $4,914 Avg Close Range
Q1 2019
Shares 58,181 Value ($000) $5,054 Avg Close Range
Q4 2018
Shares 96,241 Value ($000) $7,348 Avg Close Range
Q3 2018
Shares 6,851 Value ($000) $618 Avg Close Range
Q2 2018
Shares 6,880 Value ($000) $609 Avg Close Range
Q1 2018
Shares 5,797 Value ($000) $501 Avg Close Range
Q4 2017
Shares 5,864 Value ($000) $523 Avg Close Range
Q3 2017
Shares 5,129 Value ($000) $436 Avg Close Range
Q2 2017
Shares 5,273 Value ($000) $443 Avg Close Range
Q1 2017
Shares 5,471 Value ($000) $454 Avg Close Range
Q4 2016
Shares 7,101 Value ($000) $467 Avg Close Range
Q3 2016
Shares 4,955 Value ($000) $380 Avg Close Range
Q2 2016
Shares 3,015 Value ($000) $224 Avg Close Range
Q1 2016
Shares 4,690 Value ($000) $333 Avg Close Range
Q4 2015
Shares 44,417 Value ($000) $3,050 Avg Close Range
Q3 2015
Shares 2,985 Value ($000) $200 Avg Close Range