Position history for EP Wealth Advisors, LLC's holdings in ISHARES TR
EP Wealth Advisors, LLC holds 173,688 shares of IWF (ISHARES TR), worth $74.1M as of 2026-Q1. The position was decreased (-1.3% shares). IWF represents 0.4% of EP Wealth Advisors, LLC's portfolio.
Current Value
$74.1M
Current Shares
173,688
Total Value Change
+$11.5M
Total Shares Change
+2,084
Other major holders of IWF: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC
Decreased |
| 173,688 |
-1.3% |
| $74.1M |
| 0.4% |
| $448.66 |
0 |
| 2025-Q4 | 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 |