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iShares S&P NA Tech. Sec. Idx shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of iShares S&P NA Tech. Sec. Idx (IGM) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in iShares S&P NA Tech. Sec. Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P NA Tech. Sec. Idx held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P NA Tech. Sec. Idx by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $410k 914 448.05
2023-09-30 $364k 951 382.37
2023-06-30 $518k 1.1k 489.52
2023-03-31 $3.7M 76k 48.79
2021-06-30 $901k 2.2k 403.85

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Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
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JPMorgan Chase & Co. (JPM)
Ishares Tr Us Treas Bd Etf (GOVT)
Broadcom (AVGO)

View all positions for EP Wealth Advisors

Top funds holding iShares S&P NA Tech. Sec. Idx

Gray Foundation
Bank of America Corporation
Bank Of Montreal
Mirae Asset Global Investments
Raymond James & Associates
Raymond James Financial Services Advisors
Legacy Financial Strategies
Royal Bank of Canada
Commonwealth Equity Services
Signature Estate and Investment Advisors
HPM Partners
Jpmorgan Chase & Co
CIC Wealth
Cambridge Investment Research Advisors
HB Wealth Management

View all funds holding iShares S&P NA Tech. Sec. Idx