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

XVVXVV
4 quarters

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

Yes. EP Wealth Advisors holds 39,984 shares of XVV, worth $2.3M, as of its Q2 2026 13F filing. It reduced the position by 1,449 shares (-3.5%) from Q1 2026. EP Wealth Advisors has held XVV since Q2 2025, across 4 quarterly 13F filings.

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%$56.66
0
2026-Q1
Decreased
41,433
-42.2%
$2M0.0%$48.99
0
2025-Q4
Increased
71,647
+536.2%
$3.8M0.0%$52.33
43
2025-Q2
New
11,262
-
$537,0710.0%$47.22
34

Other major holders of XVV: GOLDMAN SACHS GROUP INC, LPL Financial LLC

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