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IBDVIBDV
4 quarters

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

EP Wealth Advisors, LLC holds 847,911 shares of IBDV (ISHARES TR), worth $18.5M as of 2026-Q2. The position was increased (+18.8% shares). IBDV represents 0.1% of EP Wealth Advisors, LLC's portfolio.

Current Value

$18.5M

Current Shares

847,911

Total Value Change

+$4.1M

Total Shares Change

+193,959

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
847,911
+18.8%
$18.5M0.1%$21.72
33
2026-Q1
Decreased
713,760
-1.2%
$15.6M0.1%$21.56
0
2025-Q4
Increased
722,666
+10.5%
$15.9M0.1%$21.58
31
2025-Q2
New
653,952
-
$14.4M0.1%$20.93
39

Other major holders of IBDV: BANK OF AMERICA CORP /DE/, MERCER GLOBAL ADVISORS INC /ADV, Aptus Capital Advisors, LLC

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