ISHARES TR

Ticker: IWY CUSIP: 464289438 Class: RUS TP200 GR ETF

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

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

Q4 2025
Shares 1,616 Value ($000) $448 Avg Close — Range —
Q2 2025
Shares 13,140 Value ($000) $3,239 Avg Close — Range —
Q1 2025
Shares 1,741 Value ($000) $367 Avg Close — Range —
Q4 2024
Shares 1,644 Value ($000) $387 Avg Close — Range —
Q3 2024
Shares 1,433 Value ($000) $315 Avg Close — Range —
Q2 2024
Shares 1,534 Value ($000) $329 Avg Close — Range —
Q1 2024
Shares 1,533 Value ($000) $299 Avg Close — Range —
Q4 2023
Shares 1,542 Value ($000) $270 Avg Close — Range —
Q3 2023
Shares 1,540 Value ($000) $237 Avg Close — Range —
Q2 2023
Shares 12,089 Value ($000) $315 Avg Close — Range —
Q1 2023
Shares 17,707 Value ($000) $4,168 Avg Close — Range —