EP Wealth Advisors »

iShares S&P NA Tec.-Mul. Net. Idx. shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of iShares S&P NA Tec.-Mul. Net. Idx. (IDGT) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in iShares S&P NA Tec.-Mul. Net. Idx.

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P NA Tec.-Mul. Net. Idx. held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P NA Tec.-Mul. Net. Idx. by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $106k 1.4k 78.85
2022-12-31 $107k 1.6k 69.13

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Amazon (AMZN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Advisor Managed Portfolios Cornercap Fundam (FUNL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for EP Wealth Advisors

Top funds holding iShares S&P NA Tec.-Mul. Net. Idx.

Aprio Wealth Management
Goldman Sachs Group
Raymond James & Associates
LPL Financial
Morgan Stanley
Citadel Advisors
Susquehanna International
Bank of America Corporation
Pvg Asset Management
Raymond James Financial Services Advisors
Howard Capital Management Group
Royal Bank of Canada
Tower Research Capital
Jones Financial Companies, L.L
Advisor Group Holdings

View all funds holding iShares S&P NA Tec.-Mul. Net. Idx.