iShares S&P 500 Growth Index shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index 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 500 Growth Index by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $8.6M | 115k | 75.10 |
| 2023-09-30 | $8.0M | 117k | 68.42 |
| 2023-06-30 | $8.4M | 4.5k | 1889.04 |
| 2023-03-31 | $37M | 90k | 411.08 |
| 2022-12-31 | $6.5M | 111k | 58.50 |
| 2022-09-30 | $6.7M | 115k | 57.85 |
| 2022-06-30 | $7.5M | 124k | 60.35 |
| 2022-03-31 | $8.5M | 111k | 76.38 |
| 2021-12-31 | $9.3M | 111k | 83.67 |
| 2021-09-30 | $8.4M | 114k | 73.91 |
| 2021-06-30 | $8.2M | 112k | 72.73 |
| 2021-03-31 | $8.1M | 124k | 65.11 |
| 2020-12-31 | $7.9M | 124k | 63.82 |
| 2020-06-30 | $6.6M | 32k | 207.49 |
| 2020-03-31 | $5.2M | 32k | 165.04 |
| 2019-12-31 | $4.9M | 25k | 193.66 |
| 2019-09-30 | $1.6M | 9.0k | 180.02 |
| 2019-06-30 | $1.7M | 9.3k | 179.21 |
| 2019-03-31 | $1.3M | 7.4k | 172.39 |
| 2018-12-31 | $1.1M | 7.5k | 150.68 |