How many shares of IVV does EP Wealth Advisors, LLC own?

As of 2026-Q2, EP Wealth Advisors, LLC holds 384,493 shares of IVV (ISHARES CORE S&P 500 ETF).

What is EP Wealth Advisors, LLC's IVV position worth?

As of 2026-Q2, EP Wealth Advisors, LLC's IVV position is worth $287.9M.

In 2026-Q2, EP Wealth Advisors, LLC increased their IVV position (+0.4% change in shares).

Based on available 13F filings, EP Wealth Advisors, LLC first reported a position in IVV in 2018-Q4. They have held the position across 30 quarters.

Position history for EP Wealth Advisors, LLC's holdings in ISHARES CORE S&P 500 ETF

Current Value

$287.9M

Current Shares

384,493

Total Value Change

+$286.2M

Total Shares Change

+377,494

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	384,493	+0.4%	$287.9M	1.1%	$748.89	49
2026-Q1	Increased	382,980	+92.8%	$250.2M	1.2%	$651.46	77
2025-Q4	Increased	198,621	+11.1%	$136M	0.7%	$681.29	47
2025-Q2	Increased	178,759	+104.3%	$111M	0.7%	$613.57	68
2025-Q1	Increased	87,505	+1.7%	$49.2M	0.4%	$553.53	36
2024-Q4	Decreased	86,045	-17.4%	$50.7M	0.4%	$578.12	0
2024-Q3	Increased	104,160	+30.2%	$60.1M	0.5%	$564.49	52
2024-Q2	Increased	80,026	+0.9%	$43.8M	0.5%	$536.31	35
2024-Q1	Decreased	79,346	-1.7%	$41.7M	0.5%	$513.70	0
2023-Q4	Increased	80,682	+0.7%	$38.5M	0.5%	$465.22	35
2023-Q3	Increased	80,138	+1511.8%	$34.4M	0.5%	$416.59	66
2023-Q2	Decreased	4,972	-5.7%	$40.1M	0.6%	$428.12	0
2023-Q1	Decreased	5,271	-92.3%	$414,603	0.0%	$393.63	0
2022-Q4	Decreased	68,118	-4.0%	$26.2M	0.5%	$368.33	0
2022-Q3	Increased	70,988	+3.8%	$25.5M	0.6%	$340.52	42
2022-Q2	Increased	68,419	+0.8%	$25.9M	0.6%	$358.14	41
2022-Q1	Increased	67,908	+1.6%	$30.8M	0.7%	$427.21	41
2021-Q4	Increased	66,816	+2.1%	$31.9M	0.8%	$447.67	41
2021-Q3	Decreased	65,457	-2.0%	$28.2M	0.8%	$403.05	0
2021-Q2	Increased	66,798	+0.2%	$28.7M	0.8%	$400.69	40
2021-Q1	Increased	66,659	+78.0%	$26.5M	0.8%	$369.70	62
2020-Q4	Decreased	37,441	-12.1%	$14.1M	0.5%	$347.68	0
2020-Q3	Increased	42,576	+57.3%	$14.3M	0.6%	$309.89	56
2020-Q2	Increased	27,070	+0.7%	$8.4M	0.4%	$284.28	33
2020-Q1	Decreased	26,873	-7.6%	$6.9M	0.3%	$236.22	0
2019-Q4	Increased	29,087	+6.8%	$9.4M	0.4%	$294.56	35
2019-Q3	Decreased	27,222	-0.7%	$8.1M	0.4%	$269.53	0
2019-Q2	Increased	27,410	+312.7%	$8.1M	0.5%	$266.17	62
2019-Q1	Decreased	6,642	-5.1%	$1.9M	0.2%	$255.40	0
2018-Q4	New	6,999	-	$1.8M	0.1%	$222.89	43