Position history for EP Wealth Advisors, LLC's holdings in ISHARES TR
EP Wealth Advisors, LLC holds 176,020 shares of IWF (ISHARES TR), worth $83.3M as of 2025-Q4. The position was decreased (-2.3% shares). IWF represents 0.4% of EP Wealth Advisors, LLC's portfolio.
Current Value
$83.3M
Current Shares
176,020
Total Value Change
+$20.8M
Total Shares Change
+4,416
Other major holders of IWF: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC
Decreased |
| 176,020 |
-2.3% |
| $83.3M |
| 0.4% |
| $476.95 |
0 |
| 2025-Q2 | Increased | 180,225 | +1.0% | $76.5M | 0.5% | $420.88 | 42 |
| 2025-Q1 | Decreased | 178,504 | -3.0% | $64.5M | 0.5% | $359.49 | 0 |
| 2024-Q4 | Decreased | 184,040 | -15.8% | $73.9M | 0.6% | $403.59 | 0 |
| 2024-Q3 | Increased | 218,669 | +27.4% | $82.1M | 0.7% | $371.77 | 52 |
| 2024-Q2 | Increased | 171,604 | +65.3% | $62.6M | 0.7% | $362.15 | 61 |