ISHARES TR

Ticker: IUSG CUSIP: 464287671 Class: CORE S&P US GWT

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

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

Q4 2025
Shares 19,116 Value ($000) $3,210 Avg Close — Range —
Q2 2025
Shares 67,087 Value ($000) $10,090 Avg Close — Range —
Q1 2025
Shares 15,645 Value ($000) $1,988 Avg Close — Range —
Q4 2024
Shares 15,548 Value ($000) $2,167 Avg Close — Range —
Q3 2024
Shares 14,093 Value ($000) $1,859 Avg Close — Range —
Q2 2024
Shares 14,094 Value ($000) $1,797 Avg Close — Range —
Q1 2024
Shares 13,140 Value ($000) $1,540 Avg Close — Range —
Q4 2023
Shares 12,210 Value ($000) $1,271 Avg Close — Range —
Q3 2023
Shares 12,430 Value ($000) $1,179 Avg Close — Range —
Q2 2023
Shares 17,707 Value ($000) $1,335 Avg Close — Range —
Q1 2023
Shares 4,027 Value ($000) $980 Avg Close — Range —
Q4 2022
Shares 12,841 Value ($000) $1,047 Avg Close — Range —
Q3 2022
Shares 13,099 Value ($000) $1,050 Avg Close — Range —
Q2 2022
Shares 13,413 Value ($000) $1,123 Avg Close — Range —
Q1 2022
Shares 13,325 Value ($000) $1,408 Avg Close — Range —
Q4 2021
Shares 13,332 Value ($000) $1,542 Avg Close — Range —
Q3 2021
Shares 13,438 Value ($000) $1,376 Avg Close — Range —
Q2 2021
Shares 13,626 Value ($000) $1,376 Avg Close — Range —
Q1 2021
Shares 14,111 Value ($000) $1,281 Avg Close — Range —
Q4 2020
Shares 14,503 Value ($000) $1,286 Avg Close — Range —
Q2 2020
Shares 14,446 Value ($000) $1,038 Avg Close — Range —
Q1 2020
Shares 14,446 Value ($000) $825 Avg Close — Range —
Q4 2019
Shares 14,181 Value ($000) $959 Avg Close — Range —