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iShares S&P NA Nat. Re. Sc. Idx shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of iShares S&P NA Nat. Re. Sc. Idx (IGE) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in iShares S&P NA Nat. Re. Sc. Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P NA Nat. Re. Sc. 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 Nat. Re. Sc. Idx by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $232k 3.7k 62.94

More positions owned by EP Wealth Advisors

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for EP Wealth Advisors

Top funds holding iShares S&P NA Nat. Re. Sc. Idx

Morgan Stanley
Bank of America Corporation
Citizens & Northern Corporation
Beacon Pointe Advisors
CWM
Goldman Sachs Group
LPL Financial
Royal Bank of Canada
Wealthcare Advisory Partners
Wells Fargo & Company
Steward Partners Investment Advisory
Envestnet Asset Management
UBS Group
Summit Investment Advisors
Bnp Paribas Arbitrage, Snc

View all funds holding iShares S&P NA Nat. Re. Sc. Idx