ISHARES TR

Ticker: IYK CUSIP: 464287812 Class: US CONSM STAPLES

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

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

Q2 2025
Shares 2,885 Value ($000) $203 Avg Close — Range —
Q1 2025
Shares 2,013 Value ($000) $144 Avg Close — Range —
Q4 2024
Shares 2,536 Value ($000) $166 Avg Close — Range —
Q3 2024
Shares 1,685 Value ($000) $119 Avg Close — Range —
Q2 2024
Shares 1,581 Value ($000) $104 Avg Close — Range —
Q1 2024
Shares 1,773 Value ($000) $120 Avg Close — Range —
Q4 2023
Shares 597 Value ($000) $114 Avg Close — Range —
Q3 2023
Shares 1,340 Value ($000) $250 Avg Close — Range —
Q2 2022
Shares 1,155 Value ($000) $225 Avg Close — Range —