iShares Russell 2000 Index shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $10M | 47k | 220.89 |
| 2024-06-30 | $8.7M | 43k | 202.89 |
| 2024-03-31 | $9.0M | 43k | 210.30 |
| 2023-12-31 | $8.1M | 41k | 200.71 |
| 2023-09-30 | $6.9M | 39k | 176.74 |
| 2023-06-30 | $5.5M | 115k | 47.64 |
| 2023-03-31 | $229k | 2.4k | 97.30 |
| 2022-12-31 | $5.3M | 30k | 174.36 |
| 2022-09-30 | $4.0M | 24k | 164.94 |
| 2022-06-30 | $3.9M | 23k | 169.35 |
| 2022-03-31 | $3.9M | 19k | 205.25 |
| 2021-12-31 | $4.2M | 19k | 222.46 |
| 2021-09-30 | $3.8M | 5.2M | 0.73 |
| 2021-06-30 | $4.1M | 18k | 229.38 |
| 2021-03-31 | $3.8M | 17k | 220.94 |
| 2020-12-31 | $3.2M | 16k | 196.04 |
| 2020-09-30 | $2.5M | 16k | 149.78 |
| 2020-06-30 | $3.0M | 21k | 143.16 |
| 2020-03-31 | $3.1M | 27k | 114.45 |
| 2019-12-31 | $3.8M | 23k | 165.68 |
| 2019-09-30 | $3.3M | 22k | 151.35 |
| 2019-06-30 | $2.3M | 15k | 155.53 |
| 2019-03-31 | $2.3M | 15k | 153.12 |
| 2018-12-31 | $2.4M | 18k | 133.89 |
| 2018-09-30 | $441k | 2.6k | 168.51 |
| 2018-06-30 | $388k | 2.4k | 163.64 |
| 2018-03-31 | $304k | 2.0k | 151.77 |
| 2017-12-31 | $363k | 2.4k | 152.27 |
| 2017-09-30 | $426k | 2.9k | 148.02 |
| 2017-06-30 | $349k | 2.5k | 140.90 |
| 2017-03-31 | $313k | 2.3k | 137.46 |
| 2016-12-31 | $232k | 1.7k | 134.81 |