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Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in ISHARES TR

EP Wealth Advisors, LLC holds 234,774 shares of HEZU (ISHARES TR), worth $11.8M as of 2026-Q2. The position was decreased (-1.1% shares). HEZU represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$11.8M

Current Shares

234,774

Total Value Change

+$1.9M

Total Shares Change

-34,837

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
234,774
-1.1%
$11.8M0.0%$49.30
0
2026-Q1
Decreased
237,292
-3.5%
$10.4M0.1%$44.83
0
2025-Q4
Decreased
245,884
-2.9%
$10.8M0.1%$44.05
0
2025-Q2
Decreased
253,329
-0.2%
$10.4M0.1%$39.78
0
2025-Q1
Decreased
253,823
-4.8%
$9.9M0.1%$38.18
0
2024-Q4
Decreased
266,656
-1.1%
$9.6M0.1%$34.56
0
2024-Q3
New
269,611
-
$9.9M0.1%$35.72
38

Other major holders of HEZU: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, BLACKROCK ADVISORS LLC

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