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iShares Russell 1000 Growth Index shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of iShares Russell 1000 Growth Index (IWF) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in iShares Russell 1000 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Growth Index 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 Russell 1000 Growth Index by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $32M 106k 303.17
2023-09-30 $27M 100k 265.99
2023-06-30 $29M 19k 1526.82
2023-03-31 $12M 79k 152.26
2022-12-31 $32M 149k 214.24
2022-09-30 $15M 72k 210.41
2022-06-30 $24M 109k 218.70
2022-03-31 $16M 59k 277.63
2021-12-31 $13M 43k 305.58
2021-09-30 $12M 27k 437.51
2021-06-30 $13M 48k 271.49
2021-03-31 $11M 46k 243.03
2020-12-31 $12M 48k 241.14
2020-09-30 $10M 48k 216.90
2020-06-30 $9.5M 49k 191.95
2020-03-31 $7.3M 48k 150.65
2019-12-31 $6.8M 39k 175.93
2019-09-30 $5.0M 31k 159.64
2019-06-30 $3.9M 25k 157.35
2019-03-31 $4.0M 26k 151.34
2018-12-31 $3.3M 26k 130.90
2018-09-30 $921k 5.9k 156.05
2018-06-30 $932k 6.5k 143.74
2018-03-31 $875k 6.4k 136.10
2017-12-31 $1.4M 11k 134.65
2017-09-30 $1.3M 10k 125.06
2017-06-30 $1.2M 9.9k 119.05
2017-03-31 $1.1M 9.8k 113.80
2016-12-31 $996k 10k 97.78
2016-09-30 $891k 8.6k 104.19
2016-06-30 $861k 8.6k 100.40
2016-03-31 $995k 10k 99.74
2015-12-31 $737k 7.4k 99.43
2015-09-30 $811k 8.7k 92.98
2015-06-30 $734k 7.4k 99.01
2015-03-31 $720k 7.3k 98.92
2014-12-31 $696k 7.3k 95.67
2014-09-30 $667k 7.3k 91.68
2014-06-30 $662k 7.3k 91.00
2014-03-31 $630k 7.3k 86.60
2013-12-31 $625k 7.3k 85.91
2013-09-30 $667k 8.5k 78.24

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Amazon (AMZN)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
JPMorgan Chase & Co. (JPM)
Ishares Tr Us Treas Bd Etf (GOVT)
Broadcom (AVGO)

View all positions for EP Wealth Advisors

Top funds holding iShares Russell 1000 Growth Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
Pnc Financial Services
Raymond James & Associates
M^T Bank Corporation
Baird Financial
Tiaa Trust, National Association
Branch Banking & Trust Company
Commonwealth Equity Services
Royal Bank of Canada
Stifel Financial
Churchill Management Corp.

View all funds holding iShares Russell 1000 Growth Index