ISHARES TR

Ticker: IHI CUSIP: 464288810 Class: U.S. MED DVC ETF

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

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

Q4 2025
Shares 95,989 Value ($000) $5,966 Avg Close — Range —
Q2 2025
Shares 114,333 Value ($000) $7,162 Avg Close — Range —
Q1 2025
Shares 129,962 Value ($000) $7,822 Avg Close — Range —
Q4 2024
Shares 139,562 Value ($000) $8,143 Avg Close — Range —
Q3 2024
Shares 151,941 Value ($000) $8,998 Avg Close — Range —
Q2 2024
Shares 156,849 Value ($000) $8,790 Avg Close — Range —
Q1 2024
Shares 158,343 Value ($000) $9,277 Avg Close — Range —
Q4 2023
Shares 162,223 Value ($000) $8,755 Avg Close — Range —
Q3 2023
Shares 165,208 Value ($000) $8,013 Avg Close — Range —
Q2 2023
Shares 4,209 Value ($000) $9,677 Avg Close — Range —
Q1 2023
Shares 915 Value ($000) $226 Avg Close — Range —
Q4 2022
Shares 83,486 Value ($000) $4,389 Avg Close — Range —
Q2 2022
Shares 6,393 Value ($000) $322 Avg Close — Range —
Q1 2022
Shares 7,840 Value ($000) $478 Avg Close — Range —
Q4 2021
Shares 7,102 Value ($000) $468 Avg Close — Range —
Q3 2021
Shares 7,806 Value ($000) $490 Avg Close — Range —
Q2 2021
Shares 1,563 Value ($000) $564 Avg Close — Range —
Q1 2021
Shares 2,236 Value ($000) $739 Avg Close — Range —
Q4 2020
Shares 3,125 Value ($000) $1,023 Avg Close — Range —
Q3 2020
Shares 3,305 Value ($000) $990 Avg Close — Range —
Q2 2020
Shares 3,365 Value ($000) $891 Avg Close — Range —
Q1 2020
Shares 3,688 Value ($000) $831 Avg Close — Range —
Q4 2019
Shares 4,169 Value ($000) $1,102 Avg Close — Range —
Q3 2019
Shares 4,476 Value ($000) $1,107 Avg Close — Range —
Q2 2019
Shares 5,242 Value ($000) $1,262 Avg Close — Range —
Q1 2019
Shares 5,808 Value ($000) $1,345 Avg Close — Range —
Q4 2018
Shares 6,134 Value ($000) $1,226 Avg Close — Range —
Q3 2018
Shares 6,403 Value ($000) $1,457 Avg Close — Range —
Q2 2018
Shares 6,949 Value ($000) $1,394 Avg Close — Range —
Q1 2018
Shares 7,675 Value ($000) $1,420 Avg Close — Range —
Q4 2017
Shares 8,839 Value ($000) $1,534 Avg Close — Range —
Q3 2017
Shares 11,722 Value ($000) $1,958 Avg Close — Range —
Q2 2017
Shares 13,279 Value ($000) $2,212 Avg Close — Range —