iShares S&P NA Tec.-SW. Idx. Fund shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of iShares S&P NA Tec.-SW. Idx. Fund (IGV) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in iShares S&P NA Tec.-SW. Idx. Fund
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Quarterly reported holdings in iShares S&P NA Tec.-SW. Idx. Fund by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.1M | 10k | 109.50 |
| 2025-03-31 | $879k | 9.9k | 88.99 |
| 2024-12-31 | $982k | 9.8k | 100.12 |
| 2024-09-30 | $960k | 11k | 89.37 |
| 2024-06-30 | $598k | 6.9k | 86.90 |
| 2024-03-31 | $609k | 7.1k | 85.27 |
| 2023-12-31 | $735k | 1.8k | 405.64 |
| 2023-09-30 | $751k | 2.2k | 341.26 |
| 2023-06-30 | $626k | 16k | 39.64 |
| 2023-03-31 | $122M | 2.4M | 50.54 |
| 2022-12-31 | $519k | 2.0k | 255.85 |
| 2022-06-30 | $492k | 1.8k | 269.44 |
| 2022-03-31 | $712k | 2.1k | 344.79 |
| 2021-12-31 | $873k | 2.2k | 397.72 |
| 2021-09-30 | $873k | 2.7k | 318.15 |
| 2021-06-30 | $981k | 2.5k | 389.90 |
| 2021-03-31 | $914k | 2.7k | 341.55 |
| 2020-12-31 | $1.2M | 3.3k | 353.97 |
| 2020-09-30 | $1.2M | 3.8k | 311.19 |
| 2020-06-30 | $1.1M | 3.9k | 284.38 |
| 2020-03-31 | $955k | 4.5k | 210.26 |
| 2019-12-31 | $1.2M | 5.1k | 232.98 |
| 2019-09-30 | $1.2M | 5.6k | 211.85 |
| 2019-06-30 | $1.3M | 6.1k | 218.38 |
| 2019-03-31 | $1.3M | 6.3k | 210.76 |
| 2018-12-31 | $1.2M | 6.7k | 173.57 |
| 2018-09-30 | $1.4M | 6.7k | 204.94 |
| 2018-06-30 | $1.2M | 6.8k | 182.61 |
| 2018-03-31 | $1.2M | 6.9k | 169.73 |
| 2017-12-31 | $1.4M | 9.2k | 154.60 |
| 2017-09-30 | $1.7M | 11k | 146.28 |
| 2017-06-30 | $2.2M | 16k | 136.77 |
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