iShares S&P SmallCap 600 Index shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $11M | 99k | 108.25 |
| 2023-09-30 | $9.8M | 104k | 94.33 |
| 2023-06-30 | $11M | 39k | 272.79 |
| 2023-03-31 | $4.0M | 56k | 71.51 |
| 2022-12-31 | $7.9M | 84k | 94.64 |
| 2022-09-30 | $7.7M | 89k | 87.19 |
| 2022-06-30 | $7.4M | 80k | 92.41 |
| 2022-03-31 | $8.8M | 82k | 107.88 |
| 2021-12-31 | $8.8M | 77k | 114.51 |
| 2021-09-30 | $7.1M | 13k | 551.24 |
| 2021-06-30 | $11M | 100k | 112.98 |
| 2021-03-31 | $13M | 117k | 108.53 |
| 2020-12-31 | $5.0M | 54k | 91.90 |
| 2020-09-30 | $3.8M | 54k | 70.23 |
| 2020-06-30 | $4.4M | 64k | 68.29 |
| 2020-03-31 | $5.3M | 95k | 56.11 |
| 2019-12-31 | $8.0M | 95k | 83.85 |
| 2019-09-30 | $7.4M | 95k | 77.84 |
| 2019-06-30 | $6.9M | 89k | 78.28 |
| 2019-03-31 | $6.6M | 85k | 77.15 |
| 2018-12-31 | $6.7M | 96k | 69.32 |
| 2018-09-30 | $5.0M | 57k | 87.24 |
| 2018-06-30 | $1.3M | 15k | 83.44 |
| 2018-03-31 | $1.2M | 15k | 77.01 |
| 2017-12-31 | $1.3M | 16k | 76.83 |
| 2017-09-30 | $1.6M | 22k | 74.22 |
| 2017-06-30 | $2.1M | 30k | 70.10 |
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