ISHARES TR

Ticker: IWR CUSIP: 464287499 Class: RUS MID CAP ETF

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

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

Q4 2025
Shares 50,371 Value ($000) $4,849 Avg Close — Range —
Q2 2025
Shares 38,756 Value ($000) $3,564 Avg Close — Range —
Q1 2025
Shares 38,202 Value ($000) $3,250 Avg Close — Range —
Q4 2024
Shares 34,906 Value ($000) $3,086 Avg Close — Range —
Q3 2024
Shares 33,025 Value ($000) $2,911 Avg Close — Range —
Q2 2024
Shares 25,847 Value ($000) $2,096 Avg Close — Range —
Q1 2024
Shares 25,073 Value ($000) $2,108 Avg Close — Range —
Q4 2023
Shares 24,986 Value ($000) $1,942 Avg Close — Range —
Q3 2023
Shares 25,288 Value ($000) $1,751 Avg Close — Range —
Q2 2023
Shares 602,861 Value ($000) $1,809 Avg Close — Range —
Q1 2023
Shares 99,748 Value ($000) $9,082 Avg Close — Range —
Q4 2022
Shares 21,969 Value ($000) $1,482 Avg Close — Range —
Q3 2022
Shares 22,315 Value ($000) $1,387 Avg Close — Range —
Q2 2022
Shares 20,636 Value ($000) $1,334 Avg Close — Range —
Q1 2022
Shares 20,996 Value ($000) $1,638 Avg Close — Range —
Q4 2021
Shares 21,290 Value ($000) $1,767 Avg Close — Range —
Q3 2021
Shares 14,883 Value ($000) $1,164 Avg Close — Range —
Q2 2021
Shares 14,524 Value ($000) $1,151 Avg Close — Range —
Q1 2021
Shares 14,257 Value ($000) $1,054 Avg Close — Range —
Q4 2020
Shares 15,948 Value ($000) $1,093 Avg Close — Range —
Q3 2020
Shares 13,366 Value ($000) $767 Avg Close — Range —
Q2 2020
Shares 13,658 Value ($000) $732 Avg Close — Range —
Q1 2020
Shares 14,663 Value ($000) $633 Avg Close — Range —
Q4 2019
Shares 16,574 Value ($000) $988 Avg Close — Range —
Q3 2019
Shares 16,434 Value ($000) $919 Avg Close — Range —
Q2 2019
Shares 7,196 Value ($000) $402 Avg Close — Range —
Q1 2019
Shares 6,736 Value ($000) $363 Avg Close — Range —
Q4 2018
Shares 6,736 Value ($000) $313 Avg Close — Range —
Q3 2018
Shares 1,488 Value ($000) $328 Avg Close — Range —
Q2 2018
Shares 1,503 Value ($000) $319 Avg Close — Range —
Q1 2018
Shares 1,523 Value ($000) $314 Avg Close — Range —
Q4 2017
Shares 1,649 Value ($000) $343 Avg Close — Range —
Q3 2017
Shares 1,976 Value ($000) $390 Avg Close — Range —
Q2 2017
Shares 1,562 Value ($000) $300 Avg Close — Range —
Q1 2017
Shares 1,414 Value ($000) $265 Avg Close — Range —
Q4 2016
Shares 1,692 Value ($000) $303 Avg Close — Range —
Q3 2016
Shares 1,595 Value ($000) $278 Avg Close — Range —
Q2 2016
Shares 2,116 Value ($000) $356 Avg Close — Range —
Q1 2016
Shares 2,236 Value ($000) $364 Avg Close — Range —