ISHARES TR

Ticker: IYR CUSIP: 464287739 Class: U.S. REAL ES ETF

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

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

Q4 2025
Shares 2,522 Value ($000) $237 Avg Close — Range —
Q2 2025
Shares 1,708 Value ($000) $162 Avg Close — Range —
Q1 2025
Shares 2,438 Value ($000) $233 Avg Close — Range —
Q4 2024
Shares 1,427 Value ($000) $133 Avg Close — Range —
Q3 2024
Shares 1,430 Value ($000) $146 Avg Close — Range —
Q4 2022
Shares 1,896 Value ($000) $160 Avg Close — Range —
Q2 2022
Shares 1,677 Value ($000) $154 Avg Close — Range —
Q1 2022
Shares 2,089 Value ($000) $226 Avg Close — Range —
Q4 2020
Shares 1,589 Value ($000) $136 Avg Close — Range —
Q1 2020
Shares 3,902 Value ($000) $271 Avg Close — Range —
Q4 2019
Shares 4,088 Value ($000) $381 Avg Close — Range —
Q3 2019
Shares 4,088 Value ($000) $382 Avg Close — Range —
Q2 2019
Shares 4,389 Value ($000) $383 Avg Close — Range —
Q4 2018
Shares 4,702 Value ($000) $352 Avg Close — Range —