Position history for EP Wealth Advisors, LLC's holdings in ISHARES TR
EP Wealth Advisors, LLC holds 3,940 shares of MTUM (ISHARES TR), worth $945,504 as of 2026-Q1. The position was decreased (-8.5% shares). MTUM represents 0.0% of EP Wealth Advisors, LLC's portfolio.
Current Value
$945,504
Current Shares
3,940
Total Value Change
+$540,077
Total Shares Change
+1,859
Other major holders of MTUM: ENVESTNET ASSET MANAGEMENT INC, MERCER GLOBAL ADVISORS INC /ADV
Decreased |
| 3,940 |
-8.5% |
| $945,504 |
| 0.0% |
| $247.01 |
0 |
| 2025-Q4 | Increased | 4,308 | +14.6% | $1.1M | 0.0% | $252.79 | 29 |
| 2025-Q2 | Increased | 3,758 | +32.4% | $903,090 | 0.0% | $236.51 | 32 |
| 2025-Q1 | Decreased | 2,839 | -25.0% | $573,840 | 0.0% | $199.43 | 0 |
| 2024-Q4 | Increased | 3,787 | +25.8% | $783,651 | 0.0% | $205.88 | 30 |
| 2024-Q3 | Increased | 3,011 | +44.7% | $610,368 | 0.0% | $199.30 | 33 |
| 2024-Q2 | Increased | 2,081 | +7.5% | $405,427 | 0.0% | $191.90 | 26 |