Ishares Tr rus200 grw idx shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr rus200 grw idx (IWY) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Ishares Tr rus200 grw idx
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Quarterly reported holdings in Ishares Tr rus200 grw idx by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $3.2M | 13k | 246.52 |
| 2025-03-31 | $367k | 1.7k | 210.93 |
| 2024-12-31 | $387k | 1.6k | 235.28 |
| 2024-09-30 | $315k | 1.4k | 219.98 |
| 2024-06-30 | $329k | 1.5k | 214.51 |
| 2024-03-31 | $299k | 1.5k | 195.16 |
| 2023-12-31 | $270k | 1.5k | 175.20 |
| 2023-09-30 | $237k | 1.5k | 153.82 |
| 2023-06-30 | $315k | 12k | 26.07 |
| 2023-03-31 | $4.2M | 18k | 235.40 |