ISHARES TR

Ticker: IWP CUSIP: 464287481 Class: RUS MD CP GR ETF

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

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

Q4 2025
Shares 189,742 Value ($000) $25,983 Avg Close Range
Q2 2025
Shares 198,690 Value ($000) $27,554 Avg Close Range
Q1 2025
Shares 316,353 Value ($000) $37,168 Avg Close Range
Q4 2024
Shares 139,776 Value ($000) $17,717 Avg Close Range
Q3 2024
Shares 138,549 Value ($000) $16,250 Avg Close Range
Q2 2024
Shares 85,521 Value ($000) $9,437 Avg Close Range
Q1 2024
Shares 88,250 Value ($000) $10,073 Avg Close Range
Q4 2023
Shares 91,198 Value ($000) $9,527 Avg Close Range
Q3 2023
Shares 90,810 Value ($000) $8,296 Avg Close Range
Q2 2023
Shares 8,467 Value ($000) $8,969 Avg Close Range
Q1 2023
Shares 26,488 Value ($000) $6,008 Avg Close Range
Q4 2022
Shares 108,988 Value ($000) $9,111 Avg Close Range
Q3 2022
Shares 103,514 Value ($000) $8,119 Avg Close Range
Q2 2022
Shares 147,487 Value ($000) $11,684 Avg Close Range
Q1 2022
Shares 126,382 Value ($000) $12,701 Avg Close Range
Q4 2021
Shares 108,407 Value ($000) $12,491 Avg Close Range
Q3 2021
Shares 108,418 Value ($000) $12,150 Avg Close Range
Q2 2021
Shares 117,382 Value ($000) $13,288 Avg Close Range
Q1 2021
Shares 123,232 Value ($000) $12,577 Avg Close Range
Q4 2020
Shares 121,210 Value ($000) $12,442 Avg Close Range
Q3 2020
Shares 60,910 Value ($000) $10,530 Avg Close Range
Q2 2020
Shares 66,392 Value ($000) $10,498 Avg Close Range
Q1 2020
Shares 77,225 Value ($000) $9,390 Avg Close Range
Q4 2019
Shares 95,407 Value ($000) $14,557 Avg Close Range
Q3 2019
Shares 79,518 Value ($000) $11,240 Avg Close Range
Q2 2019
Shares 80,702 Value ($000) $11,507 Avg Close Range
Q1 2019
Shares 546,777 Value ($000) $74,181 Avg Close Range
Q4 2018
Shares 523,203 Value ($000) $59,493 Avg Close Range
Q3 2018
Shares 10,079 Value ($000) $1,367 Avg Close Range
Q2 2018
Shares 10,901 Value ($000) $1,381 Avg Close Range
Q1 2018
Shares 10,585 Value ($000) $1,301 Avg Close Range
Q4 2017
Shares 17,410 Value ($000) $2,100 Avg Close Range
Q3 2017
Shares 5,046 Value ($000) $571 Avg Close Range
Q2 2017
Shares 4,436 Value ($000) $479 Avg Close Range
Q1 2017
Shares 5,501 Value ($000) $571 Avg Close Range
Q4 2016
Shares 15,330 Value ($000) $1,220 Avg Close Range
Q3 2016
Shares 3,868 Value ($000) $377 Avg Close Range
Q1 2016
Shares 4,808 Value ($000) $443 Avg Close Range
Q4 2015
Shares 80,834 Value ($000) $7,430 Avg Close Range
Q3 2015
Shares 7,782 Value ($000) $690 Avg Close Range
Q2 2015
Shares 8,158 Value ($000) $790,102 Avg Close Range
Q1 2015
Shares 7,725 Value ($000) $756,509 Avg Close Range
Q4 2014
Shares 12,494 Value ($000) $1,165 Avg Close Range
Q3 2014
Shares 3,100 Value ($000) $274 Avg Close Range
Q2 2014
Shares 3,025 Value ($000) $271 Avg Close Range
Q1 2014
Shares 4,442 Value ($000) $381 Avg Close Range
Q4 2013
Shares 4,802 Value ($000) $405 Avg Close Range
Q3 2013
Shares 4,617 Value ($000) $361 Avg Close Range