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IBHGIBHG
6 quarters

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

EP Wealth Advisors, LLC holds 36,938 shares of IBHG (ISHARES TR), worth $815,584 as of 2026-Q2. The position was decreased (-18.6% shares). IBHG represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$815,584

Current Shares

36,938

Total Value Change

+$714,370

Total Shares Change

+32,387

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
36,938
-18.6%
$815,5840.0%$21.87
0
2026-Q1
Increased
45,390
+15.4%
$1M0.0%$21.60
29
2025-Q4
Increased
39,324
+773.9%
$877,7120.0%$21.58
40
2025-Q2
Unchanged
4,500
0.0%
$101,4300.0%$21.02
0
2025-Q1
Decreased
4,500
-1.1%
$100,4630.0%$20.48
0
2024-Q4
New
4,551
-
$101,2140.0%$20.19
30

Other major holders of IBHG: UBS Group AG, LPL Financial LLC, Federation des caisses Desjardins du Quebec

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