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iShares Russell 2000 Growth Index shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Growth Index (IWO) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in iShares Russell 2000 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 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 2000 Growth Index by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.5M 26k 284.00
2024-06-30 $6.2M 24k 262.53
2024-03-31 $6.5M 24k 270.80
2023-12-31 $6.2M 25k 252.22
2023-09-30 $5.1M 23k 224.15
2023-06-30 $5.8M 10k 583.09
2023-03-31 $8.9M 65k 137.02
2022-12-31 $4.8M 23k 214.52
2022-09-30 $4.5M 22k 206.60
2022-06-30 $5.2M 25k 206.30
2022-03-31 $6.0M 23k 255.74
2021-12-31 $5.5M 19k 293.04
2021-09-30 $6.1M 140k 43.28
2021-06-30 $7.3M 24k 311.68
2021-03-31 $7.2M 24k 300.75
2020-12-31 $6.8M 24k 286.70
2020-09-30 $5.3M 24k 221.51
2020-06-30 $6.1M 29k 206.89
2020-03-31 $4.8M 30k 158.17
2019-12-31 $6.1M 29k 214.22
2019-09-30 $3.0M 15k 192.72
2019-06-30 $3.0M 15k 200.86
2019-03-31 $3.3M 17k 196.66
2018-12-31 $3.4M 20k 168.02
2018-09-30 $550k 2.6k 214.93
2018-06-30 $398k 1.9k 204.31
2018-03-31 $342k 1.8k 190.85
2017-12-31 $326k 1.7k 186.93
2017-09-30 $257k 1.4k 179.22
2017-06-30 $228k 1.4k 168.89
2017-03-31 $217k 1.3k 161.94
2016-12-31 $225k 1.6k 139.49
2016-06-30 $256k 1.9k 137.34

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Amazon (AMZN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Advisor Managed Portfolios Cornercap Fundam (FUNL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for EP Wealth Advisors

Top funds holding iShares Russell 2000 Growth Index

Bank of America Corporation
Morgan Stanley
Babson Capital Management
Tiaa Trust, National Association
Envestnet Asset Management
Cassaday & Co Wealth Management
Goldman Sachs Group
Wells Fargo & Company
Pnc Financial Services
Cohen Klingenstein
Commonwealth Equity Services
Jpmorgan Chase & Co
LPL Financial
Us Bancorp
D.A. Davidson & Co.

View all funds holding iShares Russell 2000 Growth Index