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iShares Dow Jones US Health Care shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Health Care (IHF) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in iShares Dow Jones US Health Care

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Health Care 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 Dow Jones US Health Care by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $231k 880 262.55
2023-09-30 $222k 900 246.10
2023-06-30 $232k 21k 11.25
2023-03-31 $605k 2.0k 304.70
2022-12-31 $248k 928 267.69

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Amazon (AMZN)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
JPMorgan Chase & Co. (JPM)
Ishares Tr Us Treas Bd Etf (GOVT)
Broadcom (AVGO)

View all positions for EP Wealth Advisors

Top funds holding iShares Dow Jones US Health Care

Mercer Global Advisors
Meritage Portfolio Management
Goldman Sachs Group
Bank of America Corporation
Raymond James Financial Services Advisors
Commonwealth Equity Services
Mason & Associates
Wharton Business Group
UBS Group
Wells Fargo & Company
Royal Bank of Canada
Advisor Group Holdings
Terra Nova Asset Management
Cambridge Investment Research Advisors
Trust Co Of Toledo Na

View all funds holding iShares Dow Jones US Health Care