ISHARES TR

Ticker: IYW CUSIP: 464287721 Class: U.S. TECH ETF

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

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

Q4 2025
Shares 33,774 Value ($000) $6,744 Avg Close — Range —
Q2 2025
Shares 28,808 Value ($000) $4,992 Avg Close — Range —
Q1 2025
Shares 16,739 Value ($000) $2,351 Avg Close — Range —
Q4 2024
Shares 17,714 Value ($000) $2,826 Avg Close — Range —
Q3 2024
Shares 12,712 Value ($000) $1,927 Avg Close — Range —
Q2 2024
Shares 11,643 Value ($000) $1,752 Avg Close — Range —
Q1 2024
Shares 11,400 Value ($000) $1,540 Avg Close — Range —
Q4 2023
Shares 11,291 Value ($000) $1,386 Avg Close — Range —
Q3 2023
Shares 10,030 Value ($000) $1,052 Avg Close — Range —
Q2 2023
Shares 18,946 Value ($000) $1,024 Avg Close — Range —
Q1 2023
Shares 4,466 Value ($000) $1,219 Avg Close — Range —
Q4 2022
Shares 29,682 Value ($000) $2,211 Avg Close — Range —
Q2 2022
Shares 63,654 Value ($000) $5,089 Avg Close — Range —
Q1 2022
Shares 13,567 Value ($000) $1,398 Avg Close — Range —
Q4 2021
Shares 47,182 Value ($000) $5,417 Avg Close — Range —
Q3 2021
Shares 4,387 Value ($000) $444 Avg Close — Range —
Q2 2021
Shares 3,709 Value ($000) $369 Avg Close — Range —
Q1 2021
Shares 3,649 Value ($000) $320 Avg Close — Range —
Q4 2020
Shares 5,664 Value ($000) $482 Avg Close — Range —
Q1 2020
Shares 1,760 Value ($000) $360 Avg Close — Range —
Q4 2019
Shares 10,219 Value ($000) $2,377 Avg Close — Range —
Q3 2015
Shares 3,382 Value ($000) $334 Avg Close — Range —