Position history for EP Wealth Advisors, LLC's holdings in ISHARES TR
EP Wealth Advisors, LLC holds 308,352 shares of IWD (ISHARES TR), worth $64.9M as of 2025-Q4. The position was decreased (-1.5% shares). IWD represents 0.3% of EP Wealth Advisors, LLC's portfolio.
Current Value
$64.9M
Current Shares
308,352
Total Value Change
+$10.4M
Total Shares Change
-3,603
Other major holders of IWD: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC
Decreased |
| 308,352 |
-1.5% |
| $64.9M |
| 0.3% |
| $211.94 |
0 |
| 2025-Q2 | Increased | 313,086 | +0.1% | $60.8M | 0.4% | $191.58 | 35 |
| 2025-Q1 | Decreased | 312,937 | -1.9% | $58.9M | 0.5% | $183.74 | 0 |
| 2024-Q4 | Decreased | 318,876 | -1.4% | $59M | 0.5% | $181.36 | 0 |
| 2024-Q3 | Increased | 323,336 | +3.6% | $61.4M | 0.5% | $184.97 | 43 |
| 2024-Q2 | Decreased | 311,955 | -1.1% | $54.4M | 0.6% | $169.57 | 0 |