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iShares Dow Jones US Healthcare shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Healthcare (IYH) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in iShares Dow Jones US Healthcare

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Healthcare 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 Healthcare by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.2M 29k 286.24
2023-09-30 $794k 2.9k 270.11
2023-06-30 $552k 13k 42.25
2023-03-31 $322k 5.0k 64.69
2022-12-31 $609k 2.1k 283.71
2022-06-30 $161k 600 268.33
2022-03-31 $193k 670 288.06

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Broadcom (AVGO)

View all positions for EP Wealth Advisors

Top funds holding iShares Dow Jones US Healthcare

Raymond James Financial Services Advisors
Raymond James & Associates
Oakworth Capital
Bank of America Corporation
UBS Group
Wells Fargo & Company
Goldman Sachs Group
Royal Fund Management
Royal Bank of Canada
Cambridge Investment Research Advisors
Granite Bay Wealth Management
Bellwether Advisors
Wealth Enhancement Advisory Services
Stillwater Capital Advisors
Advisor Group Holdings

View all funds holding iShares Dow Jones US Healthcare