iShares NASDAQ Biotechnology Index shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of iShares NASDAQ Biotechnology Index (IBB) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in iShares NASDAQ Biotechnology Index
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Quarterly reported holdings in iShares NASDAQ Biotechnology Index by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $3.3M | 19k | 168.85 |
| 2025-12-31 | $1.2M | 6.9k | 168.77 |
| 2025-06-30 | $840k | 6.6k | 126.50 |
| 2025-03-31 | $1.1M | 8.9k | 127.89 |
| 2024-12-31 | $1.2M | 9.0k | 132.20 |
| 2024-09-30 | $1.4M | 9.7k | 145.61 |
| 2024-06-30 | $1.2M | 9.0k | 137.25 |
| 2024-03-31 | $1.4M | 9.9k | 137.22 |
| 2023-12-31 | $1.3M | 9.3k | 135.84 |
| 2023-09-30 | $1.1M | 8.8k | 122.30 |
| 2023-06-30 | $1.2M | 76k | 15.29 |
| 2023-03-31 | $2.5M | 67k | 37.37 |
| 2022-12-31 | $440k | 3.4k | 131.29 |
| 2022-06-30 | $121k | 1.0k | 117.70 |
| 2021-06-30 | $577k | 3.5k | 163.78 |
| 2018-12-31 | $250k | 2.6k | 96.34 |
| 2018-03-31 | $222k | 2.1k | 106.73 |
| 2017-06-30 | $234k | 755 | 309.93 |
| 2016-09-30 | $327k | 1.1k | 289.89 |
| 2016-06-30 | $277k | 1.1k | 257.67 |
| 2016-03-31 | $280k | 1.1k | 260.47 |
| 2015-12-31 | $357k | 1.1k | 338.39 |
| 2015-09-30 | $305k | 1.0k | 303.48 |
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