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IGVIGV
30 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in ISHARES EXPANDED TECH-SOFTWA

EP Wealth Advisors, LLC holds 8,716 shares of IGV (ISHARES EXPANDED TECH-SOFTWA), worth $789,670 as of 2026-Q2. The position was decreased (-21.4% shares). IGV represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$789,670

Current Shares

8,716

Total Value Change

-$366,330

Total Shares Change

+2,056

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
8,716
-21.4%
$789,6700.0%$90.60
0
2026-Q1
Decreased
11,083
-13.3%
$887,1940.0%$84.12
0
2025-Q4
Increased
12,783
+23.7%
$1.4M0.0%$106.99
31
2025-Q2
Increased
10,337
+4.7%
$1.1M0.0%$107.78
26
2025-Q1
Increased
9,872
+0.7%
$878,5100.0%$89.87
25
2024-Q4
Decreased
9,803
-8.7%
$981,4760.0%$100.94
0
2024-Q3
Increased
10,739
+56.1%
$959,7440.0%$89.24
35
2024-Q2
Decreased
6,880
-3.6%
$597,8720.0%$86.90
0
2024-Q1
Increased
7,140
+294.3%
$608,8290.0%$85.27
39
2023-Q4
Decreased
1,811
-17.7%
$734,6140.0%$81.13
0
2023-Q3
Decreased
2,200
-86.1%
$750,7720.0%$68.25
0
2023-Q2
Decreased
15,792
-99.3%
$626,0110.0%$68.40
0
2023-Q1
Increased
2.4M
+1192x
$122.3M2.1%$59.46
83
2022-Q4
New
2,028
-
$518,8640.0%$51.17
33
2022-Q3
Exited
0
-100.0%
$00.0%$50.75
0
2022-Q2
Decreased
1,826
-11.6%
$492,0000.0%$54.82
0
2022-Q1
Decreased
2,065
-5.9%
$712,0000.0%$69.50
0
2021-Q4
Increased
2,195
+0.4%
$873,0000.0%$80.26
25
2021-Q3
Decreased
2,186
-13.1%
$873,0000.0%$79.85
0
2021-Q2
Decreased
2,516
-6.0%
$981,0000.0%$79.01
0
2021-Q1
Decreased
2,676
-19.6%
$914,0000.0%$66.76
0
2020-Q4
Decreased
3,328
-11.9%
$1.2M0.0%$70.65
0
2020-Q3
Decreased
3,779
-4.3%
$1.2M0.1%$62.10
0
2020-Q2
Decreased
3,949
-13.1%
$1.1M0.0%$55.73
0
2020-Q1
Decreased
4,542
-11.7%
$955,0000.0%$42.63
0
2019-Q4
Decreased
5,142
-8.5%
$1.2M0.0%$46.20
0
2019-Q3
Decreased
5,622
-8.4%
$1.2M0.1%$41.70
0
2019-Q2
Decreased
6,136
-3.2%
$1.3M0.1%$43.42
0
2019-Q1
Decreased
6,339
-4.8%
$1.3M0.1%$41.90
0
2018-Q4
New
6,660
-
$1.2M0.1%$34.15
35

Other major holders of IGV: BNP PARIBAS FINANCIAL MARKETS, Varma Mutual Pension Insurance Co, Fisher Asset Management, LLC

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