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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

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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
2026-06-30 $147k 1.2k 119.74
2024-12-31 $109k 1.4k 80.55
2024-09-30 $106k 1.4k 78.85
2022-12-31 $107k 1.6k 69.13

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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for EP Wealth Advisors

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

Bank of America Corporation
Mml Investors Services
Aprio Wealth Management
Equitable Holdings
MinichMacGregor Wealth Management
Prospera Financial Services
Advisory Services Network
Susquehanna International
LPL Financial
Royal Bank of Canada
Advisor Group Holdings
Well Done
Goldman Sachs Group
Raymond James Financial
Thrivent Financial for Lutherans

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