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iShares Dow Jones US Financial Svc. shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in iShares Dow Jones US Financial Svc.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Financial Svc. 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 Financial Svc. by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $106k 589 179.23

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View all positions for EP Wealth Advisors

Top funds holding iShares Dow Jones US Financial Svc.

RiverFront Investment Group
Raymond James & Associates
Goldman Sachs Group
Janney Montgomery Scott
Bank of America Corporation
Royal Bank of Canada
Ferguson Wellman Capital Management
Bnp Paribas Arbitrage, Snc
Arkansas Financial
Wells Fargo & Company
Baltimore-Washington Financial Advisors
Private Advisor
Howard Capital Management Group
Circle Wealth Management
UBS Group

View all funds holding iShares Dow Jones US Financial Svc.