ISHARES TR

Ticker: MTUM CUSIP: 46432F396 Class: MSCI USA MMENTM

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

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

Q4 2025
Shares 4,308 Value ($000) $1,078 Avg Close Range
Q2 2025
Shares 3,758 Value ($000) $903 Avg Close Range
Q1 2025
Shares 2,839 Value ($000) $574 Avg Close Range
Q4 2024
Shares 3,787 Value ($000) $784 Avg Close Range
Q3 2024
Shares 3,011 Value ($000) $610 Avg Close Range
Q2 2024
Shares 2,081 Value ($000) $405 Avg Close Range
Q1 2024
Shares 1,935 Value ($000) $362 Avg Close Range
Q4 2023
Shares 1,943 Value ($000) $305 Avg Close Range
Q3 2023
Shares 2,288 Value ($000) $320 Avg Close Range
Q2 2023
Shares 1,509 Value ($000) $329 Avg Close Range
Q1 2023
Shares 592,911 Value ($000) $170,936 Avg Close Range
Q4 2022
Shares 2,384 Value ($000) $348 Avg Close Range
Q2 2022
Shares 2,902 Value ($000) $396 Avg Close Range
Q1 2022
Shares 3,435 Value ($000) $578 Avg Close Range
Q4 2021
Shares 2,724 Value ($000) $495 Avg Close Range
Q3 2021
Shares 2,829 Value ($000) $497 Avg Close Range
Q2 2021
Shares 2,426 Value ($000) $421 Avg Close Range
Q1 2021
Shares 3,028 Value ($000) $487 Avg Close Range
Q4 2020
Shares 1,428 Value ($000) $230 Avg Close Range
Q3 2020
Shares 1,496 Value ($000) $220 Avg Close Range
Q4 2019
Shares 2,199 Value ($000) $276 Avg Close Range
Q3 2019
Shares 3,574 Value ($000) $426 Avg Close Range
Q2 2019
Shares 3,819 Value ($000) $453 Avg Close Range