iShares Russell 1000 Index shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 1000 Index by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.8M | 25k | 314.39 |
| 2024-06-30 | $6.0M | 20k | 297.55 |
| 2024-03-31 | $5.1M | 18k | 288.02 |
| 2023-12-31 | $4.4M | 17k | 262.26 |
| 2023-09-30 | $3.8M | 16k | 234.92 |
| 2023-06-30 | $3.8M | 9.7k | 396.68 |
| 2023-03-31 | $7.7M | 120k | 63.89 |
| 2022-12-31 | $3.5M | 17k | 210.52 |
| 2022-09-30 | $3.2M | 16k | 197.32 |
| 2022-06-30 | $3.0M | 15k | 207.75 |
| 2022-03-31 | $3.4M | 14k | 250.09 |
| 2021-12-31 | $3.7M | 14k | 264.45 |
| 2021-09-30 | $3.5M | 604 | 5748.34 |
| 2021-06-30 | $3.3M | 14k | 242.04 |
| 2021-03-31 | $2.2M | 10k | 223.88 |
| 2020-12-31 | $2.1M | 10k | 211.86 |
| 2020-09-30 | $1.7M | 9.1k | 187.17 |
| 2020-06-30 | $1.6M | 9.4k | 171.70 |
| 2020-03-31 | $1.3M | 9.4k | 141.57 |
| 2019-12-31 | $1.6M | 9.0k | 178.40 |
| 2019-09-30 | $1.5M | 9.2k | 164.52 |
| 2019-06-30 | $789k | 4.8k | 162.75 |
| 2019-03-31 | $507k | 3.2k | 157.36 |
| 2018-12-31 | $935k | 6.7k | 138.70 |
| 2018-06-30 | $231k | 1.5k | 152.27 |
| 2018-03-31 | $229k | 1.6k | 147.08 |
| 2017-12-31 | $215k | 1.4k | 148.89 |
| 2017-09-30 | $201k | 1.4k | 140.07 |