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IBHFIBHF
6 quarters

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

EP Wealth Advisors, LLC holds 178,831 shares of IBHF (ISHARES TR), worth $4.1M as of 2026-Q2. The position was decreased (-3.2% shares). IBHF represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$4.1M

Current Shares

178,831

Total Value Change

+$1.2M

Total Shares Change

+57,702

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
178,831
-3.2%
$4.1M0.0%$22.48
0
2026-Q1
Decreased
184,658
-19.1%
$4.2M0.0%$22.45
0
2025-Q4
Increased
228,184
+53.9%
$5.3M0.0%$22.35
38
2025-Q2
Decreased
148,248
-7.7%
$3.4M0.0%$21.62
0
2025-Q1
Increased
160,570
+32.6%
$3.7M0.0%$21.26
34
2024-Q4
New
121,129
-
$2.8M0.0%$20.96
36

Other major holders of IBHF: BANK OF AMERICA CORP /DE/, LPL Financial LLC

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