Position history for EP Wealth Advisors, LLC's holdings in ISHARES TR
EP Wealth Advisors, LLC holds 11,083 shares of IGV (ISHARES TR), worth $887,194 as of 2026-Q1. The position was decreased (-13.3% shares). IGV represents 0.0% of EP Wealth Advisors, LLC's portfolio.
Current Value
$887,194
Current Shares
11,083
Total Value Change
+$289,322
Total Shares Change
+4,203
Other major holders of IGV: Varma Mutual Pension Insurance Co, Fisher Asset Management, LLC, GOLDMAN SACHS GROUP INC
Decreased |
| 11,083 |
-13.3% |
| $887,194 |
| 0.0% |
| $84.12 |
0 |
| 2025-Q4 | Increased | 12,783 | +23.7% | $1.4M | 0.0% | $106.99 | 31 |
| 2025-Q2 | Increased | 10,337 | +4.7% | $1.1M | 0.0% | $107.78 | 26 |
| 2025-Q1 | Increased | 9,872 | +0.7% | $878,510 | 0.0% | $89.87 | 25 |
| 2024-Q4 | Decreased | 9,803 | -8.7% | $981,476 | 0.0% | $100.94 | 0 |
| 2024-Q3 | Increased | 10,739 | +56.1% | $959,744 | 0.0% | $89.24 | 35 |
| 2024-Q2 | Decreased | 6,880 | -3.6% | $597,872 | 0.0% | $86.90 | 0 |