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IWNIWN
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Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in ISHARES TR

EP Wealth Advisors, LLC holds 55,270 shares of IWN (ISHARES TR), worth $12.2M as of 2026-Q2. The position was decreased (-1.9% shares). IWN represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$12.2M

Current Shares

55,270

Total Value Change

+$984,894

Total Shares Change

-12,113

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
55,270
-1.9%
$12.2M0.0%$220.31
0
2026-Q1
Decreased
56,346
-3.1%
$10.7M0.1%$188.15
0
2025-Q4
Decreased
58,130
-7.0%
$10.5M0.1%$179.34
0
2025-Q2
Decreased
62,532
-12.6%
$9.9M0.1%$154.52
0
2025-Q1
Increased
71,537
+6.3%
$10.8M0.1%$147.21
30
2024-Q4
Decreased
67,269
-0.2%
$11M0.1%$159.55
0
2024-Q3
Increased
67,383
+25.0%
$11.2M0.1%$161.33
34

Other major holders of IWN: BNP PARIBAS FINANCIAL MARKETS, BANK OF AMERICA CORP /DE/

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