ISHARES TR

Ticker: IJJ CUSIP: 464287705 Class: S&P MC 400VL ETF

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

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

Q4 2025
Shares 12,866 Value ($000) $1,693 Avg Close — Range —
Q2 2025
Shares 12,779 Value ($000) $1,579 Avg Close — Range —
Q1 2025
Shares 12,473 Value ($000) $1,493 Avg Close — Range —
Q4 2024
Shares 12,539 Value ($000) $1,567 Avg Close — Range —
Q3 2024
Shares 6,675 Value ($000) $825 Avg Close — Range —
Q2 2024
Shares 6,529 Value ($000) $741 Avg Close — Range —
Q1 2024
Shares 6,424 Value ($000) $760 Avg Close — Range —
Q4 2023
Shares 7,447 Value ($000) $849 Avg Close — Range —
Q3 2023
Shares 6,542 Value ($000) $660 Avg Close — Range —
Q2 2023
Shares 4,027 Value ($000) $712 Avg Close — Range —
Q1 2023
Shares 76,203 Value ($000) $19,063 Avg Close — Range —
Q4 2022
Shares 5,542 Value ($000) $559 Avg Close — Range —
Q2 2022
Shares 5,507 Value ($000) $520 Avg Close — Range —
Q1 2022
Shares 6,502 Value ($000) $713 Avg Close — Range —
Q4 2021
Shares 6,198 Value ($000) $686 Avg Close — Range —