ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

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

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

Q4 2025
Shares 31,217 Value ($000) $11,658 Avg Close Range
Q2 2025
Shares 25,616 Value ($000) $8,699 Avg Close Range
Q1 2025
Shares 24,482 Value ($000) $7,510 Avg Close Range
Q4 2024
Shares 24,512 Value ($000) $7,897 Avg Close Range
Q3 2024
Shares 24,759 Value ($000) $7,784 Avg Close Range
Q2 2024
Shares 20,294 Value ($000) $6,038 Avg Close Range
Q1 2024
Shares 17,787 Value ($000) $5,123 Avg Close Range
Q4 2023
Shares 16,691 Value ($000) $4,377 Avg Close Range
Q3 2023
Shares 16,119 Value ($000) $3,787 Avg Close Range
Q2 2023
Shares 9,687 Value ($000) $3,843 Avg Close Range
Q1 2023
Shares 120,080 Value ($000) $7,672 Avg Close Range
Q4 2022
Shares 16,820 Value ($000) $3,541 Avg Close Range
Q3 2022
Shares 16,167 Value ($000) $3,190 Avg Close Range
Q2 2022
Shares 14,561 Value ($000) $3,025 Avg Close Range
Q1 2022
Shares 13,699 Value ($000) $3,426 Avg Close Range
Q4 2021
Shares 13,908 Value ($000) $3,678 Avg Close Range
Q3 2021
Shares 14,365 Value ($000) $3,472 Avg Close Range
Q2 2021
Shares 13,824 Value ($000) $3,346 Avg Close Range
Q1 2021
Shares 10,041 Value ($000) $2,248 Avg Close Range
Q4 2020
Shares 9,950 Value ($000) $2,108 Avg Close Range
Q3 2020
Shares 9,056 Value ($000) $1,695 Avg Close Range
Q2 2020
Shares 9,377 Value ($000) $1,610 Avg Close Range
Q1 2020
Shares 9,430 Value ($000) $1,335 Avg Close Range
Q4 2019
Shares 8,974 Value ($000) $1,601 Avg Close Range
Q3 2019
Shares 9,233 Value ($000) $1,519 Avg Close Range
Q2 2019
Shares 4,848 Value ($000) $789 Avg Close Range
Q1 2019
Shares 3,222 Value ($000) $507 Avg Close Range
Q4 2018
Shares 6,741 Value ($000) $935 Avg Close Range
Q2 2018
Shares 1,517 Value ($000) $231 Avg Close Range
Q1 2018
Shares 1,557 Value ($000) $229 Avg Close Range
Q4 2017
Shares 1,444 Value ($000) $215 Avg Close Range
Q3 2017
Shares 1,435 Value ($000) $201 Avg Close Range