iShares Russell 3000 Index shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.1M | 15k | 273.74 |
| 2023-09-30 | $3.8M | 15k | 245.07 |
| 2023-06-30 | $4.0M | 645k | 6.19 |
| 2023-03-31 | $3.9M | 37k | 106.20 |
| 2022-12-31 | $4.0M | 18k | 220.68 |
| 2022-09-30 | $3.9M | 19k | 207.06 |
| 2022-06-30 | $4.0M | 18k | 217.37 |
| 2022-03-31 | $4.9M | 19k | 262.35 |
| 2021-12-31 | $4.7M | 17k | 277.51 |
| 2021-09-30 | $3.2M | 3.4M | 0.95 |
| 2021-06-30 | $3.1M | 12k | 255.94 |
| 2021-03-31 | $2.4M | 10k | 237.21 |
| 2020-12-31 | $2.4M | 11k | 223.51 |
| 2020-09-30 | $2.2M | 11k | 195.70 |
| 2020-06-30 | $1.9M | 11k | 180.08 |
| 2020-03-31 | $2.9M | 20k | 148.35 |
| 2019-12-31 | $3.6M | 19k | 188.49 |
| 2019-09-30 | $3.3M | 19k | 173.79 |
| 2019-06-30 | $2.7M | 16k | 172.39 |
| 2019-03-31 | $2.7M | 16k | 166.72 |
| 2018-12-31 | $2.7M | 18k | 146.92 |
| 2018-09-30 | $1.5M | 8.7k | 172.30 |
| 2018-06-30 | $1.4M | 8.7k | 162.27 |
| 2018-03-31 | $1.4M | 8.7k | 156.38 |
| 2017-12-31 | $1.4M | 9.1k | 158.18 |
| 2017-09-30 | $1.3M | 8.7k | 149.23 |
| 2017-06-30 | $1.2M | 8.6k | 144.06 |
| 2017-03-31 | $1.2M | 8.5k | 139.87 |
| 2016-12-31 | $1.1M | 8.5k | 132.60 |
| 2016-09-30 | $1.1M | 8.5k | 128.24 |
| 2016-06-30 | $1.1M | 8.5k | 123.97 |
| 2016-03-31 | $1.0M | 8.5k | 120.91 |
| 2015-12-31 | $1.0M | 8.7k | 120.31 |
| 2015-09-30 | $766k | 6.7k | 113.95 |
| 2015-06-30 | $833k | 6.7k | 123.98 |
| 2015-03-31 | $833k | 6.7k | 123.85 |
| 2014-12-31 | $822k | 6.7k | 122.29 |
| 2014-09-30 | $785k | 6.7k | 116.78 |
| 2014-06-30 | $791k | 6.7k | 117.67 |
| 2014-03-31 | $755k | 6.7k | 112.32 |
| 2013-12-31 | $744k | 6.7k | 110.68 |
| 2013-09-30 | $680k | 6.7k | 101.16 |