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XJHXJH
3 quarters

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

EP Wealth Advisors, LLC holds 55,574 shares of XJH (ISHARES TR), worth $2.9M as of 2026-Q2. The position was increased (+176.9% shares). XJH represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$2.9M

Current Shares

55,574

Total Value Change

+$1.7M

Total Shares Change

+28,766

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
55,574
+176.9%
$2.9M0.0%$52.15
42
2026-Q1
Decreased
20,068
-25.1%
$910,4850.0%$47.88
0
2025-Q4
New
26,808
-
$1.2M0.0%$45.13
35

Other major holders of XJH: BANK OF AMERICA CORP /DE/, RAYMOND JAMES FINANCIAL INC

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