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Ishares Tr genomics immun shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr genomics immun (IDNA) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Ishares Tr genomics immun

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr genomics immun 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 Tr genomics immun by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $375k 11k 33.75

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Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
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 Tr genomics immun

UBS Group
Bank of America Corporation
Wharton Business Group
Jane Street
Ameriprise Financial
Portland Global Advisors
Wells Fargo & Company
Morgan Stanley
BCJ Capital Management
Royal Bank of Canada
Raymond James Financial
LPL Financial
Lido Advisors
Nelson, Van Denburg & Campbell Wealth Management
Bsc Private Wealth Management

View all funds holding Ishares Tr genomics immun