iShares Dow Jones U.S. Index Fund shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of iShares Dow Jones U.S. Index Fund (IYY) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in iShares Dow Jones U.S. Index Fund
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Quarterly reported holdings in iShares Dow Jones U.S. Index Fund by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.9M | 16k | 116.53 |
| 2023-09-30 | $1.8M | 17k | 104.48 |
| 2023-06-30 | $2.1M | 55k | 37.59 |
| 2023-03-31 | $899k | 9.7k | 92.81 |
| 2022-12-31 | $2.0M | 21k | 93.45 |
| 2022-09-30 | $2.2M | 25k | 87.69 |
| 2022-06-30 | $2.3M | 25k | 92.34 |
| 2022-03-31 | $2.9M | 26k | 111.34 |
| 2021-12-31 | $3.2M | 27k | 117.83 |
| 2021-09-30 | $2.9M | 41k | 71.32 |
| 2021-06-30 | $2.9M | 27k | 107.97 |
| 2021-03-31 | $2.7M | 28k | 99.87 |
| 2020-12-31 | $2.6M | 28k | 94.32 |
| 2020-09-30 | $2.3M | 14k | 166.69 |
| 2020-06-30 | $2.2M | 14k | 153.06 |
| 2020-03-31 | $1.9M | 15k | 126.19 |
| 2019-12-31 | $1.5M | 9.2k | 159.67 |
Top funds holding iShares Dow Jones U.S. Index Fund
View all funds holding iShares Dow Jones U.S. Index Fund