ISHARES TR

Ticker: IYH CUSIP: 464287762 Class: US HLTHCARE ETF

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

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

Q4 2025
Shares 8,272 Value ($000) $539 Avg Close — Range —
Q2 2025
Shares 9,384 Value ($000) $530 Avg Close — Range —
Q1 2025
Shares 8,741 Value ($000) $532 Avg Close — Range —
Q4 2024
Shares 9,676 Value ($000) $564 Avg Close — Range —
Q3 2024
Shares 10,281 Value ($000) $668 Avg Close — Range —
Q2 2024
Shares 11,560 Value ($000) $708 Avg Close — Range —
Q1 2024
Shares 26,631 Value ($000) $1,648 Avg Close — Range —
Q4 2023
Shares 28,742 Value ($000) $8,227 Avg Close — Range —
Q3 2023
Shares 2,938 Value ($000) $794 Avg Close — Range —
Q2 2023
Shares 13,055 Value ($000) $552 Avg Close — Range —
Q1 2023
Shares 4,972 Value ($000) $322 Avg Close — Range —
Q4 2022
Shares 2,147 Value ($000) $609 Avg Close — Range —
Q2 2022
Shares 600 Value ($000) $161 Avg Close — Range —
Q1 2022
Shares 670 Value ($000) $193 Avg Close — Range —