ISHARES TR

Ticker: SCZ CUSIP: 464288273 Class: ETF

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

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

Q4 2025
Shares 16,492 Value ($000) $1,279 Avg Close — Range —
Q2 2025
Shares 16,246 Value ($000) $1,181 Avg Close — Range —
Q1 2025
Shares 13,636 Value ($000) $866 Avg Close — Range —
Q4 2024
Shares 7,191 Value ($000) $437 Avg Close — Range —
Q3 2024
Shares 7,551 Value ($000) $511 Avg Close — Range —
Q2 2024
Shares 4,843 Value ($000) $299 Avg Close — Range —
Q1 2024
Shares 5,271 Value ($000) $334 Avg Close — Range —
Q4 2023
Shares 5,441 Value ($000) $337 Avg Close — Range —
Q3 2023
Shares 8,968 Value ($000) $506 Avg Close — Range —
Q2 2023
Shares 257,194 Value ($000) $610 Avg Close — Range —
Q1 2023
Shares 10,110 Value ($000) $695 Avg Close — Range —
Q1 2022
Shares 2,137 Value ($000) $142 Avg Close — Range —
Q1 2020
Shares 6,604 Value ($000) $296 Avg Close — Range —
Q4 2019
Shares 6,413 Value ($000) $399 Avg Close — Range —
Q3 2019
Shares 5,380 Value ($000) $308 Avg Close — Range —
Q4 2018
Shares 13,549 Value ($000) $702 Avg Close — Range —
Q3 2018
Shares 78,270 Value ($000) $4,875 Avg Close — Range —
Q2 2018
Shares 81,480 Value ($000) $5,112 Avg Close — Range —
Q1 2018
Shares 81,429 Value ($000) $5,308 Avg Close — Range —