Position history for EP Wealth Advisors, LLC's holdings in ISHARES TR
EP Wealth Advisors, LLC holds 56,346 shares of IWN (ISHARES TR), worth $10.7M as of 2026-Q1. The position was decreased (-3.1% shares). IWN represents 0.1% of EP Wealth Advisors, LLC's portfolio.
Current Value
$10.7M
Current Shares
56,346
Total Value Change
+$2.5M
Total Shares Change
+2,454
Other major holders of IWN: BANK OF AMERICA CORP /DE/
Decreased |
| 56,346 |
-3.1% |
| $10.7M |
| 0.1% |
| $196.06 |
0 |
| 2025-Q4 | Decreased | 58,130 | -7.0% | $10.5M | 0.1% | $182.65 | 0 |
| 2025-Q2 | Decreased | 62,532 | -12.6% | $9.9M | 0.1% | $156.06 | 0 |
| 2025-Q1 | Increased | 71,537 | +6.3% | $10.8M | 0.1% | $148.99 | 30 |
| 2024-Q4 | Decreased | 67,269 | -0.2% | $11M | 0.1% | $160.76 | 0 |
| 2024-Q3 | Increased | 67,383 | +25.0% | $11.2M | 0.1% | $162.58 | 34 |
| 2024-Q2 | Increased | 53,892 | +13.8% | $8.2M | 0.1% | $148.06 | 31 |