ISHARES TR

Ticker: IYM CUSIP: 464287838 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 1,713 Value ($000) $264 Avg Close — Range —
Q2 2025
Shares 1,264 Value ($000) $177 Avg Close — Range —
Q1 2025
Shares 1,739 Value ($000) $234 Avg Close — Range —
Q4 2024
Shares 2,118 Value ($000) $275 Avg Close — Range —
Q3 2024
Shares 1,269 Value ($000) $191 Avg Close — Range —
Q2 2024
Shares 1,157 Value ($000) $162 Avg Close — Range —
Q1 2024
Shares 1,145 Value ($000) $169 Avg Close — Range —
Q4 2023
Shares 1,632 Value ($000) $225 Avg Close — Range —
Q4 2022
Shares 840 Value ($000) $105 Avg Close — Range —
Q2 2022
Shares 940 Value ($000) $111 Avg Close — Range —
Q1 2022
Shares 940 Value ($000) $141 Avg Close — Range —
Q4 2020
Shares 890 Value ($000) $101 Avg Close — Range —
Q3 2019
Shares 2,205 Value ($000) $203 Avg Close — Range —
Q2 2019
Shares 2,325 Value ($000) $221 Avg Close — Range —