iShares S&P SmallCap 600 Value Idx shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in iShares S&P SmallCap 600 Value Idx
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Quarterly reported holdings in iShares S&P SmallCap 600 Value Idx by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $5.0M | 46k | 108.61 |
| 2024-09-30 | $3.9M | 37k | 107.66 |
| 2024-06-30 | $3.4M | 35k | 97.27 |
| 2024-03-31 | $3.9M | 38k | 102.76 |
| 2023-12-31 | $3.9M | 38k | 103.07 |
| 2023-09-30 | $3.4M | 38k | 89.22 |
| 2023-06-30 | $3.8M | 37k | 102.74 |
| 2023-03-31 | $9.5M | 98k | 96.70 |
| 2022-12-31 | $2.5M | 27k | 91.31 |
| 2022-09-30 | $2.8M | 34k | 82.44 |
| 2022-06-30 | $3.2M | 35k | 89.02 |
| 2022-03-31 | $3.9M | 38k | 102.39 |
| 2021-12-31 | $4.0M | 39k | 104.49 |
| 2021-09-30 | $976k | 33k | 29.75 |
| 2021-06-30 | $1.0M | 9.5k | 105.42 |
| 2021-03-31 | $984k | 9.8k | 100.70 |
| 2020-12-31 | $524k | 6.5k | 81.24 |
| 2020-09-30 | $418k | 3.4k | 122.40 |
| 2020-06-30 | $469k | 3.9k | 120.32 |
| 2020-03-31 | $508k | 5.1k | 99.90 |
| 2019-12-31 | $619k | 3.9k | 160.78 |
| 2019-09-30 | $583k | 3.9k | 150.30 |
| 2018-12-31 | $212k | 1.6k | 132.00 |
| 2018-09-30 | $268k | 1.6k | 166.87 |
| 2018-06-30 | $227k | 1.4k | 163.19 |
| 2013-12-31 | $243k | 2.2k | 111.21 |
| 2013-09-30 | $230k | 2.2k | 102.27 |
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