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XVVXVV
4 quarters

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

EP Wealth Advisors, LLC holds 39,984 shares of XVV (ISHARES TR), worth $2.3M as of 2026-Q2. The position was decreased (-3.5% shares). XVV represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$2.3M

Current Shares

39,984

Total Value Change

+$1.7M

Total Shares Change

+28,722

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
39,984
-3.5%
$2.3M0.0%$56.79
0
2026-Q1
Decreased
41,433
-42.2%
$2M0.0%$51.80
0
2025-Q4
Increased
71,647
+536.2%
$3.8M0.0%$53.15
43
2025-Q2
New
11,262
-
$537,0710.0%$47.25
34

Other major holders of XVV: LPL Financial LLC, BROWN ADVISORY INC

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