ISHARES TR

Ticker: IJT CUSIP: 464287887 Class: S&P SML 600 GWT

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

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

Q4 2025
Shares 11,075 Value ($000) $1,563 Avg Close Range
Q2 2025
Shares 10,181 Value ($000) $1,354 Avg Close Range
Q1 2025
Shares 10,072 Value ($000) $1,254 Avg Close Range
Q4 2024
Shares 10,241 Value ($000) $1,386 Avg Close Range
Q3 2024
Shares 10,193 Value ($000) $1,422 Avg Close Range
Q2 2024
Shares 7,033 Value ($000) $903 Avg Close Range
Q1 2024
Shares 6,088 Value ($000) $796 Avg Close Range
Q4 2023
Shares 6,712 Value ($000) $840 Avg Close Range
Q3 2023
Shares 6,685 Value ($000) $733 Avg Close Range
Q2 2023
Shares 2,680 Value ($000) $673 Avg Close Range
Q1 2023
Shares 42,855 Value ($000) $4,011 Avg Close Range
Q4 2022
Shares 3,050 Value ($000) $330 Avg Close Range
Q2 2022
Shares 8,975 Value ($000) $945 Avg Close Range
Q1 2022
Shares 3,053 Value ($000) $382 Avg Close Range
Q4 2021
Shares 2,905 Value ($000) $403 Avg Close Range
Q3 2021
Shares 3,151 Value ($000) $410 Avg Close Range
Q2 2021
Shares 2,711 Value ($000) $360 Avg Close Range
Q1 2021
Shares 2,763 Value ($000) $354 Avg Close Range
Q4 2020
Shares 2,681 Value ($000) $306 Avg Close Range
Q3 2020
Shares 1,411 Value ($000) $249 Avg Close Range
Q2 2020
Shares 1,411 Value ($000) $240 Avg Close Range
Q4 2019
Shares 1,508 Value ($000) $291 Avg Close Range
Q3 2019
Shares 1,508 Value ($000) $269 Avg Close Range
Q2 2019
Shares 1,097 Value ($000) $200 Avg Close Range
Q1 2019
Shares 1,164 Value ($000) $208 Avg Close Range
Q3 2018
Shares 1,180 Value ($000) $238 Avg Close Range
Q2 2018
Shares 10,418 Value ($000) $633 Avg Close Range