ISHARES TR

Ticker: IWO CUSIP: 464287648 Class: RUS 2000 GRW ETF

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

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

Q4 2025
Shares 25,332 Value ($000) $8,182 Avg Close Range
Q2 2025
Shares 25,702 Value ($000) $7,347 Avg Close Range
Q1 2025
Shares 25,500 Value ($000) $6,516 Avg Close Range
Q4 2024
Shares 26,257 Value ($000) $7,557 Avg Close Range
Q3 2024
Shares 26,252 Value ($000) $7,456 Avg Close Range
Q2 2024
Shares 23,726 Value ($000) $6,229 Avg Close Range
Q1 2024
Shares 24,092 Value ($000) $6,524 Avg Close Range
Q4 2023
Shares 24,727 Value ($000) $6,237 Avg Close Range
Q3 2023
Shares 22,930 Value ($000) $5,140 Avg Close Range
Q2 2023
Shares 10,000 Value ($000) $5,831 Avg Close Range
Q1 2023
Shares 65,053 Value ($000) $8,914 Avg Close Range
Q4 2022
Shares 22,474 Value ($000) $4,821 Avg Close Range
Q3 2022
Shares 21,960 Value ($000) $4,537 Avg Close Range
Q2 2022
Shares 25,192 Value ($000) $5,197 Avg Close Range
Q1 2022
Shares 23,285 Value ($000) $5,955 Avg Close Range
Q4 2021
Shares 18,711 Value ($000) $5,483 Avg Close Range
Q3 2021
Shares 20,651 Value ($000) $6,063 Avg Close Range
Q2 2021
Shares 23,569 Value ($000) $7,346 Avg Close Range
Q1 2021
Shares 23,907 Value ($000) $7,190 Avg Close Range
Q4 2020
Shares 23,837 Value ($000) $6,834 Avg Close Range
Q3 2020
Shares 24,040 Value ($000) $5,325 Avg Close Range
Q2 2020
Shares 29,388 Value ($000) $6,080 Avg Close Range
Q1 2020
Shares 30,416 Value ($000) $4,811 Avg Close Range
Q4 2019
Shares 28,560 Value ($000) $6,118 Avg Close Range
Q3 2019
Shares 15,421 Value ($000) $2,972 Avg Close Range
Q2 2019
Shares 14,896 Value ($000) $2,992 Avg Close Range
Q1 2019
Shares 16,623 Value ($000) $3,269 Avg Close Range
Q4 2018
Shares 20,081 Value ($000) $3,374 Avg Close Range
Q3 2018
Shares 2,559 Value ($000) $550 Avg Close Range
Q2 2018
Shares 1,948 Value ($000) $398 Avg Close Range
Q1 2018
Shares 1,792 Value ($000) $342 Avg Close Range
Q4 2017
Shares 1,744 Value ($000) $326 Avg Close Range
Q3 2017
Shares 1,434 Value ($000) $257 Avg Close Range
Q2 2017
Shares 1,350 Value ($000) $228 Avg Close Range
Q1 2017
Shares 1,340 Value ($000) $217 Avg Close Range
Q4 2016
Shares 1,613 Value ($000) $225 Avg Close Range
Q2 2016
Shares 1,864 Value ($000) $256 Avg Close Range