ISHARES TR

Ticker: QUAL CUSIP: 46432F339 Class: ETF

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

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

Q4 2025
Shares 26,701 Value ($000) $5,303 Avg Close — Range —
Q2 2025
Shares 22,177 Value ($000) $4,054 Avg Close — Range —
Q1 2025
Shares 18,693 Value ($000) $3,195 Avg Close — Range —
Q4 2024
Shares 26,295 Value ($000) $4,683 Avg Close — Range —
Q3 2024
Shares 14,683 Value ($000) $2,633 Avg Close — Range —
Q2 2024
Shares 13,516 Value ($000) $2,308 Avg Close — Range —
Q1 2024
Shares 7,795 Value ($000) $1,281 Avg Close — Range —
Q4 2023
Shares 8,729 Value ($000) $1,284 Avg Close — Range —
Q3 2023
Shares 8,487 Value ($000) $1,118 Avg Close — Range —
Q2 2023
Shares 1,039 Value ($000) $737 Avg Close — Range —
Q1 2023
Shares 83,673 Value ($000) $26,853 Avg Close — Range —
Q4 2022
Shares 5,542 Value ($000) $632 Avg Close — Range —
Q2 2022
Shares 3,751 Value ($000) $419 Avg Close — Range —
Q1 2022
Shares 4,932 Value ($000) $664 Avg Close — Range —
Q4 2021
Shares 2,921 Value ($000) $425 Avg Close — Range —
Q3 2021
Shares 2,725 Value ($000) $359 Avg Close — Range —
Q2 2021
Shares 1,957 Value ($000) $260 Avg Close — Range —
Q1 2021
Shares 1,810 Value ($000) $220 Avg Close — Range —
Q4 2020
Shares 1,090 Value ($000) $127 Avg Close — Range —