iShares Dow Jones US Consumer Ser. shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of iShares Dow Jones US Consumer Ser. (IYC) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in iShares Dow Jones US Consumer Ser.
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Quarterly reported holdings in iShares Dow Jones US Consumer Ser. by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $346k | 4.6k | 75.77 |
| 2023-09-30 | $293k | 4.4k | 66.95 |
| 2023-06-30 | $306k | 7.7k | 39.47 |
| 2023-03-31 | $242k | 3.9k | 61.95 |
| 2022-12-31 | $298k | 5.2k | 56.96 |
| 2022-06-30 | $557k | 9.8k | 56.77 |
| 2022-03-31 | $594k | 7.9k | 75.04 |
| 2021-12-31 | $601k | 7.2k | 84.04 |
| 2021-09-30 | $563k | 4.3k | 129.48 |
| 2021-06-30 | $630k | 8.1k | 77.59 |
| 2021-03-31 | $657k | 8.8k | 74.85 |
| 2020-12-31 | $644k | 9.1k | 70.45 |
| 2020-09-30 | $639k | 2.6k | 250.20 |
| 2020-06-30 | $616k | 2.8k | 218.91 |
| 2020-03-31 | $851k | 4.8k | 177.25 |
| 2019-12-31 | $1.1M | 5.0k | 228.32 |
| 2019-09-30 | $1.1M | 5.0k | 217.37 |
| 2019-06-30 | $1.2M | 5.4k | 217.68 |
| 2019-03-31 | $1.2M | 5.8k | 204.35 |
| 2018-12-31 | $1.3M | 7.0k | 180.82 |
| 2018-09-30 | $890k | 4.2k | 211.80 |
| 2018-06-30 | $932k | 4.8k | 193.76 |
| 2018-03-31 | $1.1M | 5.8k | 182.35 |
| 2017-12-31 | $1.6M | 8.7k | 179.19 |
| 2017-09-30 | $1.6M | 9.6k | 164.05 |
| 2017-06-30 | $2.0M | 12k | 164.13 |
| 2014-12-31 | $261k | 1.9k | 137.73 |
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