ISHARES TR

Ticker: IGM CUSIP: 464287549 Class: EXPND TEC SC ETF

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

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

Q4 2025
Shares 8,201 Value ($000) $1,059 Avg Close — Range —
Q2 2025
Shares 6,618 Value ($000) $743 Avg Close — Range —
Q1 2025
Shares 6,322 Value ($000) $573 Avg Close — Range —
Q4 2024
Shares 6,301 Value ($000) $643 Avg Close — Range —
Q3 2024
Shares 5,648 Value ($000) $542 Avg Close — Range —
Q2 2024
Shares 6,493 Value ($000) $612 Avg Close — Range —
Q1 2024
Shares 5,412 Value ($000) $466 Avg Close — Range —
Q4 2023
Shares 914 Value ($000) $410 Avg Close — Range —
Q3 2023
Shares 951 Value ($000) $364 Avg Close — Range —
Q2 2023
Shares 1,059 Value ($000) $518 Avg Close — Range —
Q1 2023
Shares 75,820 Value ($000) $3,699 Avg Close — Range —
Q2 2021
Shares 2,231 Value ($000) $901 Avg Close — Range —