Position history for EP Wealth Advisors, LLC's holdings in ISHARES TR
EP Wealth Advisors, LLC holds 192,073 shares of IWP (ISHARES TR), worth $24.6M as of 2026-Q1. The position was increased (+1.2% shares). IWP represents 0.1% of EP Wealth Advisors, LLC's portfolio.
Current Value
$24.6M
Current Shares
192,073
Total Value Change
+$15.2M
Total Shares Change
+106,552
Other major holders of IWP: MORGAN STANLEY
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 |