iShares Russell Midcap Index Fund shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $3.6M | 39k | 91.97 |
| 2025-03-31 | $3.2M | 38k | 85.07 |
| 2024-12-31 | $3.1M | 35k | 88.40 |
| 2024-09-30 | $2.9M | 33k | 88.14 |
| 2024-06-30 | $2.1M | 26k | 81.08 |
| 2024-03-31 | $2.1M | 25k | 84.09 |
| 2023-12-31 | $1.9M | 25k | 77.73 |
| 2023-09-30 | $1.8M | 25k | 69.25 |
| 2023-06-30 | $1.8M | 603k | 3.00 |
| 2023-03-31 | $9.1M | 100k | 91.05 |
| 2022-12-31 | $1.5M | 22k | 67.45 |
| 2022-09-30 | $1.4M | 22k | 62.16 |
| 2022-06-30 | $1.3M | 21k | 64.64 |
| 2022-03-31 | $1.6M | 21k | 78.01 |
| 2021-12-31 | $1.8M | 21k | 83.00 |
| 2021-09-30 | $1.2M | 101k | 11.56 |
| 2021-06-30 | $1.2M | 15k | 79.25 |
| 2021-03-31 | $1.1M | 14k | 73.93 |
| 2020-12-31 | $1.1M | 16k | 68.54 |
| 2020-09-30 | $767k | 13k | 57.38 |
| 2020-06-30 | $732k | 14k | 53.60 |
| 2020-03-31 | $633k | 15k | 43.17 |
| 2019-12-31 | $988k | 17k | 59.61 |
| 2019-09-30 | $919k | 16k | 55.92 |
| 2019-06-30 | $402k | 7.2k | 55.86 |
| 2019-03-31 | $363k | 6.7k | 53.89 |
| 2018-12-31 | $313k | 6.7k | 46.47 |
| 2018-09-30 | $328k | 1.5k | 220.43 |
| 2018-06-30 | $319k | 1.5k | 212.24 |
| 2018-03-31 | $314k | 1.5k | 206.17 |
| 2017-12-31 | $343k | 1.6k | 208.00 |
| 2017-09-30 | $390k | 2.0k | 197.37 |
| 2017-06-30 | $300k | 1.6k | 192.06 |
| 2017-03-31 | $265k | 1.4k | 187.41 |
| 2016-12-31 | $303k | 1.7k | 179.08 |
| 2016-09-30 | $278k | 1.6k | 174.29 |
| 2016-06-30 | $356k | 2.1k | 168.24 |
| 2016-03-31 | $364k | 2.2k | 162.79 |
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