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IWDIWD
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Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in ISHARES TR RUSSELL 1000 VALUE INDEX FUND

EP Wealth Advisors, LLC holds 319,919 shares of IWD (ISHARES TR RUSSELL 1000 VALUE INDEX FUND), worth $77.6M as of 2026-Q2. The position was increased (+5.5% shares). IWD represents 0.3% of EP Wealth Advisors, LLC's portfolio.

Current Value

$77.6M

Current Shares

319,919

Total Value Change

+$16.2M

Total Shares Change

-3,417

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
319,919
+5.5%
$77.6M0.3%$242.43
38
2026-Q1
Decreased
303,087
-1.7%
$64.8M0.3%$222.27
0
2025-Q4
Decreased
308,352
-1.5%
$64.9M0.3%$211.94
0
2025-Q2
Increased
313,086
+0.1%
$60.8M0.4%$191.58
35
2025-Q1
Decreased
312,937
-1.9%
$58.9M0.5%$183.74
0
2024-Q4
Decreased
318,876
-1.4%
$59M0.5%$181.36
0
2024-Q3
Increased
323,336
+3.6%
$61.4M0.5%$184.97
43

Other major holders of IWD: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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