ISHARES TR

Ticker: IYC CUSIP: 464287580 Class: US CONSUM DISCRE

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

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

Q4 2025
Shares 6,096 Value ($000) $629 Avg Close Range
Q2 2025
Shares 5,563 Value ($000) $554 Avg Close Range
Q1 2025
Shares 5,369 Value ($000) $474 Avg Close Range
Q4 2024
Shares 5,369 Value ($000) $516 Avg Close Range
Q3 2024
Shares 4,188 Value ($000) $368 Avg Close Range
Q2 2024
Shares 3,817 Value ($000) $310 Avg Close Range
Q1 2024
Shares 4,339 Value ($000) $356 Avg Close Range
Q4 2023
Shares 4,568 Value ($000) $346 Avg Close Range
Q3 2023
Shares 4,383 Value ($000) $293 Avg Close Range
Q2 2023
Shares 7,740 Value ($000) $306 Avg Close Range
Q1 2023
Shares 3,912 Value ($000) $242 Avg Close Range
Q4 2022
Shares 5,239 Value ($000) $298 Avg Close Range
Q2 2022
Shares 9,812 Value ($000) $557 Avg Close Range
Q1 2022
Shares 7,916 Value ($000) $594 Avg Close Range
Q4 2021
Shares 7,151 Value ($000) $601 Avg Close Range
Q3 2021
Shares 7,281 Value ($000) $563 Avg Close Range
Q2 2021
Shares 8,120 Value ($000) $630 Avg Close Range
Q1 2021
Shares 8,778 Value ($000) $657 Avg Close Range
Q4 2020
Shares 9,141 Value ($000) $644 Avg Close Range
Q3 2020
Shares 2,554 Value ($000) $639 Avg Close Range
Q2 2020
Shares 2,814 Value ($000) $616 Avg Close Range
Q1 2020
Shares 4,801 Value ($000) $851 Avg Close Range
Q4 2019
Shares 4,993 Value ($000) $1,140 Avg Close Range
Q3 2019
Shares 5,033 Value ($000) $1,094 Avg Close Range
Q2 2019
Shares 5,430 Value ($000) $1,182 Avg Close Range
Q1 2019
Shares 5,750 Value ($000) $1,175 Avg Close Range
Q4 2018
Shares 7,007 Value ($000) $1,267 Avg Close Range
Q3 2018
Shares 4,202 Value ($000) $890 Avg Close Range
Q2 2018
Shares 4,810 Value ($000) $932 Avg Close Range
Q1 2018
Shares 5,846 Value ($000) $1,066 Avg Close Range
Q4 2017
Shares 8,653 Value ($000) $1,539 Avg Close Range
Q3 2017
Shares 9,607 Value ($000) $1,576 Avg Close Range
Q2 2017
Shares 12,027 Value ($000) $1,974 Avg Close Range
Q4 2014
Shares 1,895 Value ($000) $261 Avg Close Range