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

SOXXSOXX
Showing 7 of 30 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in ISHARES SEMICONDUCTOR ETF

EP Wealth Advisors, LLC holds 15,833 shares of SOXX (ISHARES SEMICONDUCTOR ETF), worth $10.1M as of 2026-Q2. The position was increased (+108.2% shares). SOXX represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$10.1M

Current Shares

15,833

Total Value Change

+$7.8M

Total Shares Change

+5,629

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
15,833
+108.2%
$10.1M0.0%$640.76
45
2026-Q1
Increased
7,604
+13.0%
$2.5M0.0%$334.78
30
2025-Q4
Decreased
6,731
-4.8%
$2M0.0%$304.92
0
2025-Q2
Increased
7,068
+2.9%
$1.7M0.0%$238.01
26
2025-Q1
Decreased
6,871
-29.8%
$1.3M0.0%$187.60
0
2024-Q4
Decreased
9,783
-4.1%
$2.1M0.0%$215.76
0
2024-Q3
Increased
10,204
+0.3%
$2.4M0.0%$230.69
26

Other major holders of SOXX: Steward Partners Investment Advisory, LLC, GOLDMAN SACHS GROUP INC, BANK OF AMERICA CORP /DE/, SUSQUEHANNA INTERNATIONAL GROUP, LLP, BNP PARIBAS FINANCIAL MARKETS

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