ISHARES TR

Ticker: IYY CUSIP: 464287846 Class: ETF

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

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

Q4 2025
Shares 22,709 Value ($000) $3,765 Avg Close — Range —
Q2 2025
Shares 22,998 Value ($000) $3,470 Avg Close — Range —
Q1 2025
Shares 22,863 Value ($000) $3,112 Avg Close — Range —
Q4 2024
Shares 22,908 Value ($000) $3,278 Avg Close — Range —
Q3 2024
Shares 15,818 Value ($000) $2,208 Avg Close — Range —
Q2 2024
Shares 15,873 Value ($000) $2,100 Avg Close — Range —
Q1 2024
Shares 16,088 Value ($000) $2,061 Avg Close — Range —
Q4 2023
Shares 16,391 Value ($000) $1,910 Avg Close — Range —
Q3 2023
Shares 17,006 Value ($000) $1,777 Avg Close — Range —
Q2 2023
Shares 54,954 Value ($000) $2,066 Avg Close — Range —
Q1 2023
Shares 9,687 Value ($000) $899 Avg Close — Range —
Q4 2022
Shares 20,957 Value ($000) $1,958 Avg Close — Range —
Q3 2022
Shares 24,873 Value ($000) $2,181 Avg Close — Range —
Q2 2022
Shares 24,983 Value ($000) $2,307 Avg Close — Range —
Q1 2022
Shares 26,441 Value ($000) $2,944 Avg Close — Range —
Q4 2021
Shares 26,741 Value ($000) $3,151 Avg Close — Range —
Q3 2021
Shares 26,811 Value ($000) $2,892 Avg Close — Range —
Q2 2021
Shares 26,951 Value ($000) $2,910 Avg Close — Range —
Q1 2021
Shares 27,495 Value ($000) $2,746 Avg Close — Range —
Q4 2020
Shares 27,512 Value ($000) $2,595 Avg Close — Range —
Q3 2020
Shares 13,756 Value ($000) $2,293 Avg Close — Range —
Q2 2020
Shares 14,223 Value ($000) $2,177 Avg Close — Range —
Q1 2020
Shares 15,287 Value ($000) $1,929 Avg Close — Range —
Q4 2019
Shares 9,194 Value ($000) $1,468 Avg Close — Range —