Back to EP Wealth Advisors, LLC EP Wealth Advisors, LLC

NEARNEAR
Showing 7 of 30 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in ISHARES U S ETF TR

EP Wealth Advisors, LLC holds 6,521 shares of NEAR (ISHARES U S ETF TR), worth $330,329 as of 2026-Q2. The position was decreased (-16.0% shares). NEAR represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$330,329

Current Shares

6,521

Total Value Change

-$413,266

Total Shares Change

-7,991

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
6,521
-16.0%
$330,3290.0%$50.30
0
2026-Q1
Decreased
7,761
-3.1%
$394,5310.0%$49.94
0
2025-Q4
Increased
8,008
+163.1%
$409,2090.0%$49.86
38
2025-Q2
Decreased
3,044
-54.5%
$155,5490.0%$48.55
0
2025-Q1
Decreased
6,683
-23.2%
$339,9650.0%$47.78
0
2024-Q4
Decreased
8,703
-40.0%
$439,5020.0%$47.08
0
2024-Q3
Decreased
14,512
-28.9%
$743,5950.0%$46.96
0

Other major holders of NEAR: Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used