iShares S&P 1500 Index Fund shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $2.7M | 20k | 135.04 |
| 2025-03-31 | $3.3M | 27k | 122.01 |
| 2024-12-31 | $6.8M | 53k | 128.62 |
| 2024-09-30 | $2.6M | 21k | 125.62 |
| 2024-06-30 | $2.2M | 18k | 118.78 |
| 2024-03-31 | $2.1M | 18k | 115.30 |
| 2023-12-31 | $1.4M | 13k | 105.23 |
| 2023-09-30 | $1.4M | 15k | 94.19 |
| 2023-06-30 | $1.1M | 23k | 49.42 |
| 2023-03-31 | $296k | 4.2k | 70.29 |
| 2022-12-31 | $862k | 10k | 84.80 |
| 2022-06-30 | $398k | 4.7k | 83.81 |
| 2022-03-31 | $663k | 6.6k | 100.87 |
| 2021-12-31 | $703k | 6.6k | 107.02 |
| 2021-09-30 | $570k | 41k | 13.79 |
| 2021-06-30 | $467k | 4.7k | 98.71 |
| 2021-03-31 | $636k | 6.9k | 91.55 |
| 2020-12-31 | $357k | 4.1k | 86.29 |
| 2020-09-30 | $287k | 3.8k | 75.55 |
| 2020-06-30 | $271k | 3.9k | 69.40 |
| 2020-03-31 | $420k | 7.3k | 57.28 |
| 2019-12-31 | $322k | 4.4k | 72.74 |
| 2019-09-30 | $228k | 3.4k | 66.98 |
| 2019-06-30 | $205k | 3.1k | 66.78 |