ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 484,377 Value ($000) $31,969 Avg Close Range
Q2 2025
Shares 485,256 Value ($000) $30,096 Avg Close Range
Q1 2025
Shares 309,728 Value ($000) $18,073 Avg Close Range
Q4 2024
Shares 313,103 Value ($000) $19,509 Avg Close Range
Q3 2024
Shares 325,547 Value ($000) $20,288 Avg Close Range
Q2 2024
Shares 273,379 Value ($000) $15,998 Avg Close Range
Q1 2024
Shares 279,470 Value ($000) $16,975 Avg Close Range
Q4 2023
Shares 55,286 Value ($000) $15,323 Avg Close Range
Q3 2023
Shares 56,701 Value ($000) $14,138 Avg Close Range
Q2 2023
Shares 17,241 Value ($000) $17,077 Avg Close Range
Q1 2023
Shares 69,818 Value ($000) $3,769 Avg Close Range
Q4 2022
Shares 46,788 Value ($000) $11,318 Avg Close Range
Q3 2022
Shares 14,458 Value ($000) $3,170 Avg Close Range
Q2 2022
Shares 13,654 Value ($000) $3,089 Avg Close Range
Q1 2022
Shares 13,620 Value ($000) $3,655 Avg Close Range
Q4 2021
Shares 14,052 Value ($000) $3,978 Avg Close Range
Q3 2021
Shares 10,446 Value ($000) $2,748 Avg Close Range
Q2 2021
Shares 11,160 Value ($000) $2,999 Avg Close Range
Q1 2021
Shares 11,333 Value ($000) $2,950 Avg Close Range
Q4 2020
Shares 8,694 Value ($000) $1,998 Avg Close Range
Q3 2020
Shares 7,751 Value ($000) $1,436 Avg Close Range
Q2 2020
Shares 8,629 Value ($000) $1,534 Avg Close Range
Q1 2020
Shares 15,251 Value ($000) $2,194 Avg Close Range
Q4 2019
Shares 10,738 Value ($000) $2,210 Avg Close Range
Q3 2019
Shares 10,009 Value ($000) $1,934 Avg Close Range
Q2 2019
Shares 9,568 Value ($000) $1,859 Avg Close Range
Q1 2019
Shares 8,671 Value ($000) $1,642 Avg Close Range
Q4 2018
Shares 8,310 Value ($000) $1,380 Avg Close Range
Q3 2018
Shares 8,025 Value ($000) $1,615 Avg Close Range
Q2 2018
Shares 6,729 Value ($000) $1,311 Avg Close Range
Q1 2018
Shares 6,364 Value ($000) $1,194 Avg Close Range
Q4 2017
Shares 6,417 Value ($000) $1,218 Avg Close Range
Q3 2017
Shares 5,881 Value ($000) $1,052 Avg Close Range
Q2 2017
Shares 6,785 Value ($000) $1,180 Avg Close Range
Q1 2017
Shares 6,598 Value ($000) $1,130 Avg Close Range
Q4 2016
Shares 5,772 Value ($000) $954 Avg Close Range
Q3 2016
Shares 4,234 Value ($000) $655 Avg Close Range
Q2 2016
Shares 4,450 Value ($000) $665 Avg Close Range
Q1 2016
Shares 3,750 Value ($000) $541 Avg Close Range
Q4 2015
Shares 4,227 Value ($000) $589 Avg Close Range
Q3 2015
Shares 3,750 Value ($000) $512 Avg Close Range
Q2 2015
Shares 4,340 Value ($000) $650,913 Avg Close Range
Q1 2015
Shares 4,426 Value ($000) $672,663 Avg Close Range
Q4 2014
Shares 3,785 Value ($000) $548 Avg Close Range
Q3 2014
Shares 4,813 Value ($000) $658 Avg Close Range
Q2 2014
Shares 4,339 Value ($000) $621 Avg Close Range
Q1 2014
Shares 4,223 Value ($000) $581 Avg Close Range
Q4 2013
Shares 4,223 Value ($000) $565 Avg Close Range
Q3 2013
Shares 4,223 Value ($000) $524 Avg Close Range