ISHARES TR

Ticker: IYG CUSIP: 464287770 Class: ETF

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

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

Q2 2025
Shares 2,514 Value ($000) $215 Avg Close — Range —
Q4 2024
Shares 2,097 Value ($000) $163 Avg Close — Range —
Q3 2024
Shares 2,247 Value ($000) $160 Avg Close — Range —
Q2 2024
Shares 1,753 Value ($000) $114 Avg Close — Range —
Q1 2024
Shares 1,751 Value ($000) $116 Avg Close — Range —
Q4 2023
Shares 589 Value ($000) $106 Avg Close — Range —