ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 70,452 Value ($000) $17,343 Avg Close Range
Q2 2025
Shares 89,735 Value ($000) $19,364 Avg Close Range
Q1 2025
Shares 45,887 Value ($000) $9,154 Avg Close Range
Q4 2024
Shares 44,028 Value ($000) $9,728 Avg Close Range
Q3 2024
Shares 46,746 Value ($000) $10,326 Avg Close Range
Q2 2024
Shares 42,812 Value ($000) $8,686 Avg Close Range
Q1 2024
Shares 42,721 Value ($000) $8,984 Avg Close Range
Q4 2023
Shares 40,577 Value ($000) $8,144 Avg Close Range
Q3 2023
Shares 39,249 Value ($000) $6,937 Avg Close Range
Q2 2023
Shares 114,745 Value ($000) $5,466 Avg Close Range
Q1 2023
Shares 2,355 Value ($000) $229 Avg Close Range
Q4 2022
Shares 30,419 Value ($000) $5,304 Avg Close Range
Q3 2022
Shares 23,979 Value ($000) $3,955 Avg Close Range
Q2 2022
Shares 22,775 Value ($000) $3,857 Avg Close Range
Q1 2022
Shares 18,836 Value ($000) $3,866 Avg Close Range
Q4 2021
Shares 19,028 Value ($000) $4,233 Avg Close Range
Q3 2021
Shares 17,439 Value ($000) $3,815 Avg Close Range
Q2 2021
Shares 17,722 Value ($000) $4,065 Avg Close Range
Q1 2021
Shares 17,344 Value ($000) $3,832 Avg Close Range
Q4 2020
Shares 16,267 Value ($000) $3,189 Avg Close Range
Q3 2020
Shares 16,411 Value ($000) $2,458 Avg Close Range
Q2 2020
Shares 20,739 Value ($000) $2,969 Avg Close Range
Q1 2020
Shares 27,104 Value ($000) $3,102 Avg Close Range
Q4 2019
Shares 23,232 Value ($000) $3,849 Avg Close Range
Q3 2019
Shares 21,586 Value ($000) $3,267 Avg Close Range
Q2 2019
Shares 14,634 Value ($000) $2,276 Avg Close Range
Q1 2019
Shares 14,753 Value ($000) $2,259 Avg Close Range
Q4 2018
Shares 18,082 Value ($000) $2,421 Avg Close Range
Q3 2018
Shares 2,617 Value ($000) $441 Avg Close Range
Q2 2018
Shares 2,371 Value ($000) $388 Avg Close Range
Q1 2018
Shares 2,003 Value ($000) $304 Avg Close Range
Q4 2017
Shares 2,384 Value ($000) $363 Avg Close Range
Q3 2017
Shares 2,878 Value ($000) $426 Avg Close Range
Q2 2017
Shares 2,477 Value ($000) $349 Avg Close Range
Q1 2017
Shares 2,277 Value ($000) $313 Avg Close Range
Q4 2016
Shares 1,721 Value ($000) $232 Avg Close Range