ISHARES TR

Ticker: IUSV CUSIP: 464287663 Class: ETF

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

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

Q4 2025
Shares 39,126 Value ($000) $4,012 Avg Close — Range —
Q2 2025
Shares 75,182 Value ($000) $7,114 Avg Close — Range —
Q1 2025
Shares 37,410 Value ($000) $3,453 Avg Close — Range —
Q4 2024
Shares 37,772 Value ($000) $3,497 Avg Close — Range —
Q3 2024
Shares 36,363 Value ($000) $3,472 Avg Close — Range —
Q2 2024
Shares 36,720 Value ($000) $3,236 Avg Close — Range —
Q1 2024
Shares 37,365 Value ($000) $3,379 Avg Close — Range —
Q4 2023
Shares 38,512 Value ($000) $3,248 Avg Close — Range —
Q3 2023
Shares 38,678 Value ($000) $2,886 Avg Close — Range —
Q2 2023
Shares 3,645 Value ($000) $3,134 Avg Close — Range —
Q1 2023
Shares 13,676 Value ($000) $1,214 Avg Close — Range —
Q4 2022
Shares 39,032 Value ($000) $2,757 Avg Close — Range —
Q3 2022
Shares 40,409 Value ($000) $2,530 Avg Close — Range —
Q2 2022
Shares 42,535 Value ($000) $2,845 Avg Close — Range —
Q1 2022
Shares 43,322 Value ($000) $3,287 Avg Close — Range —
Q4 2021
Shares 45,535 Value ($000) $3,476 Avg Close — Range —
Q3 2021
Shares 45,878 Value ($000) $3,252 Avg Close — Range —
Q2 2021
Shares 52,130 Value ($000) $3,751 Avg Close — Range —
Q1 2021
Shares 52,051 Value ($000) $3,586 Avg Close — Range —
Q4 2020
Shares 11,080 Value ($000) $689 Avg Close — Range —
Q2 2020
Shares 11,173 Value ($000) $584 Avg Close — Range —
Q1 2020
Shares 14,237 Value ($000) $657 Avg Close — Range —
Q4 2019
Shares 17,235 Value ($000) $1,086 Avg Close — Range —
Q3 2019
Shares 16,597 Value ($000) $959 Avg Close — Range —