Does EP Wealth Advisors own IWP stock?

Yes. As of its Q2 2026 13F, EP Wealth Advisors holds 190,389 shares of IWP, worth $27.9M.

How many shares of IWP does EP Wealth Advisors own?

As of its Q2 2026 13F, EP Wealth Advisors holds 190,389 shares of IWP.

As of its Q2 2026 13F, EP Wealth Advisors' IWP position is worth $27.9M.

In Q2 2026, EP Wealth Advisors reduced its IWP position by 1,684 shares (-0.9%).

EP Wealth Advisors already held IWP in its Q4 2018 13F, the earliest on record, and has listed it in 30 quarterly 13F filings.

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

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%	$127.97	35
2025-Q4	Decreased	189,742	-4.5%	$26M	0.1%	$136.73	0
2025-Q2	Decreased	198,690	-37.2%	$27.6M	0.2%	$138.19	0
2025-Q1	Increased	316,353	+126.3%	$37.2M	0.3%	$116.96	56
2024-Q4	Increased	139,776	+0.9%	$17.7M	0.1%	$126.07	34
2024-Q3	Increased	138,549	+62.0%	$16.3M	0.1%	$116.56	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%	$95.37	0
2023-Q1	Decreased	26,488	-75.7%	$6M	0.1%	$89.78	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%	$77.01	0
2022-Q2	Increased	147,487	+16.7%	$11.7M	0.3%	$77.60	39
2022-Q1	Increased	126,382	+16.6%	$12.7M	0.3%	$98.32	39
2021-Q4	Decreased	108,407	-0.0%	$12.5M	0.3%	$112.59	0
2021-Q3	Decreased	108,418	-7.6%	$12.2M	0.3%	$109.41	0
2021-Q2	Decreased	117,382	-4.8%	$13.3M	0.4%	$110.39	0
2021-Q1	Increased	123,232	+1.7%	$12.6M	0.4%	$99.47	34
2020-Q4	Increased	121,210	+99.0%	$12.4M	0.4%	$100.00	54
2020-Q3	Decreased	60,910	-8.3%	$10.5M	0.5%	$84.14	0
2020-Q2	Decreased	66,392	-14.0%	$10.5M	0.4%	$76.86	0
2020-Q1	Decreased	77,225	-19.1%	$9.4M	0.5%	$59.03	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%	$65.36	60
2018-Q4	First report	523,203	-	$59.5M	4.6%	$54.69	0

Other major holders of IWP: MORGAN STANLEY