How many shares of IWP does EP Wealth Advisors, LLC own?

As of 2026-Q2, EP Wealth Advisors, LLC holds 190,389 shares of IWP (ISHARES RUSSELL MIDCAP GRWTH).

What is EP Wealth Advisors, LLC's IWP position worth?

As of 2026-Q2, EP Wealth Advisors, LLC's IWP position is worth $27.9M.

In 2026-Q2, EP Wealth Advisors, LLC decreased their IWP position (-0.9% change in shares).

Based on available 13F filings, EP Wealth Advisors, LLC first reported a position in IWP in 2018-Q4. They have held the position across 30 quarters.

Position history for EP Wealth Advisors, LLC's holdings in ISHARES RUSSELL MIDCAP GRWTH

Current Value

$27.9M

Current Shares

190,389

Total Value Change

-$31.6M

Total Shares Change

-332,814

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	190,389	-0.9%	$27.9M	0.1%	$146.41	0
2026-Q1	Increased	192,073	+1.2%	$24.6M	0.1%	$135.50	35
2025-Q4	Decreased	189,742	-4.5%	$26M	0.1%	$138.51	0
2025-Q2	Decreased	198,690	-37.2%	$27.6M	0.2%	$137.15	0
2025-Q1	Increased	316,353	+126.3%	$37.2M	0.3%	$117.28	56
2024-Q4	Increased	139,776	+0.9%	$17.7M	0.1%	$127.04	34
2024-Q3	Increased	138,549	+62.0%	$16.3M	0.1%	$116.69	49
2024-Q2	Decreased	85,521	-3.1%	$9.4M	0.1%	$109.68	0
2024-Q1	Decreased	88,250	-3.2%	$10.1M	0.1%	$113.34	0
2023-Q4	Increased	91,198	+0.4%	$9.5M	0.1%	$103.62	33
2023-Q3	Increased	90,810	+972.5%	$8.3M	0.1%	$90.48	53
2023-Q2	Decreased	8,467	-68.0%	$9M	0.1%	$94.46	0
2023-Q1	Decreased	26,488	-75.7%	$6M	0.1%	$88.22	0
2022-Q4	Increased	108,988	+5.3%	$9.1M	0.2%	$82.43	35
2022-Q3	Decreased	103,514	-29.8%	$8.1M	0.2%	$77.90	0
2022-Q2	Increased	147,487	+16.7%	$11.7M	0.3%	$78.63	39
2022-Q1	Increased	126,382	+16.6%	$12.7M	0.3%	$99.94	39
2021-Q4	Decreased	108,407	-0.0%	$12.5M	0.3%	$113.21	0
2021-Q3	Decreased	108,418	-7.6%	$12.2M	0.3%	$110.18	0
2021-Q2	Decreased	117,382	-4.8%	$13.3M	0.4%	$111.08	0
2021-Q1	Increased	123,232	+1.7%	$12.6M	0.4%	$97.85	34
2020-Q4	Increased	121,210	+99.0%	$12.4M	0.4%	$100.29	54
2020-Q3	Decreased	60,910	-8.3%	$10.5M	0.5%	$83.78	0
2020-Q2	Decreased	66,392	-14.0%	$10.5M	0.4%	$75.67	0
2020-Q1	Decreased	77,225	-19.1%	$9.4M	0.5%	$60.31	0
2019-Q4	Increased	95,407	+20.0%	$14.6M	0.6%	$73.87	47
2019-Q3	Decreased	79,518	-1.5%	$11.2M	0.6%	$67.98	0
2019-Q2	Decreased	80,702	-85.2%	$11.5M	0.7%	$68.99	0
2019-Q1	Increased	546,777	+4.5%	$74.2M	7.1%	$65.54	60
2018-Q4	New	523,203	-	$59.5M	4.6%	$54.21	82