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IVV
Showing 7 of 29 quarters

Position history for EP Wealth Advisors, LLC's holdings in iShares Trust CORE S&P500 ETF

EP Wealth Advisors, LLC holds 382,980 shares of IVV (iShares Trust CORE S&P500 ETF), worth $250.2M as of 2026-Q1. The position was increased (+92.8% shares). IVV represents 1.2% of EP Wealth Advisors, LLC's portfolio.

Current Value

$250.2M

Current Shares

382,980

Total Value Change

+$206.4M

Total Shares Change

+302,954

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
382,980
+92.8%
$250.2M1.2%$683.37
77
2025-Q4
Increased
198,621
+11.1%
$136M0.7%$689.92
47
2025-Q2
Increased
178,759
+104.3%
$111M0.7%$613.43
68
2025-Q1
Increased
87,505
+1.7%
$49.2M0.4%$552.75
36
2024-Q4
Decreased
86,045
-17.4%
$50.7M0.4%$583.48
0
2024-Q3
Increased
104,160
+30.2%
$60.1M0.5%$564.81
52
2024-Q2
Increased
80,026
+0.9%
$43.8M0.5%$536.31
35

Other major holders of IVV: BlackRock, Inc.

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