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IGVIGV
30 quarters

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

Yes. EP Wealth Advisors holds 8,716 shares of IGV, worth $789,670, as of its Q2 2026 13F filing. It reduced the position by 2,367 shares (-21.4%) from Q1 2026. EP Wealth Advisors has held IGV since Q4 2022, across 14 quarterly 13F filings.

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%$80.04
0
2025-Q4
Increased
12,783
+23.7%
$1.4M0.0%$105.67
31
2025-Q2
Increased
10,337
+4.7%
$1.1M0.0%$109.48
26
2025-Q1
Increased
9,872
+0.7%
$878,5100.0%$88.97
25
2024-Q4
Decreased
9,803
-8.7%
$981,4760.0%$100.10
0
2024-Q3
Increased
10,739
+56.1%
$959,7440.0%$89.35
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%$69.17
0
2023-Q1
Increased
2.4M
+1192x
$122.3M2.1%$60.92
83
2022-Q4
New
2,028
-
$518,8640.0%$51.17
33
2022-Q3
Exited
0
-100.0%
$00.0%$50.01
0
2022-Q2
Decreased
1,826
-11.6%
$492,0000.0%$53.91
0
2022-Q1
Decreased
2,065
-5.9%
$712,0000.0%$68.96
0
2021-Q4
Increased
2,195
+0.4%
$873,0000.0%$79.50
25
2021-Q3
Decreased
2,186
-13.1%
$873,0000.0%$79.80
0
2021-Q2
Decreased
2,516
-6.0%
$981,0000.0%$77.98
0
2021-Q1
Decreased
2,676
-19.6%
$914,0000.0%$68.26
0
2020-Q4
Decreased
3,328
-11.9%
$1.2M0.0%$70.80
0
2020-Q3
Decreased
3,779
-4.3%
$1.2M0.1%$62.20
0
2020-Q2
Decreased
3,949
-13.1%
$1.1M0.0%$56.83
0
2020-Q1
Decreased
4,542
-11.7%
$955,0000.0%$42.03
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
First report
6,660
-
$1.2M0.1%$34.15
0

Other major holders of IGV: Varma Mutual Pension Insurance Co, Fisher Asset Management, LLC, GOLDMAN SACHS GROUP INC

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