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IBDWIBDW
4 quarters

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

EP Wealth Advisors, LLC holds 868,068 shares of IBDW (ISHARES TR), worth $18.1M as of 2026-Q2. The position was increased (+18.7% shares). IBDW represents 0.1% of EP Wealth Advisors, LLC's portfolio.

Current Value

$18.1M

Current Shares

868,068

Total Value Change

+$3.6M

Total Shares Change

+179,723

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
868,068
+18.7%
$18.1M0.1%$20.68
33
2026-Q1
Decreased
731,129
-2.0%
$15.3M0.1%$20.52
0
2025-Q4
Increased
746,146
+8.4%
$15.8M0.1%$20.58
31
2025-Q2
New
688,345
-
$14.5M0.1%$19.91
39

Other major holders of IBDW: Aptus Capital Advisors, LLC

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