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iShares S&P Global Healthcare Sect. shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of iShares S&P Global Healthcare Sect. (IXJ) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in iShares S&P Global Healthcare Sect.

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global Healthcare Sect. 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 S&P Global Healthcare Sect. by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $381k 4.4k 86.72
2023-09-30 $319k 3.9k 82.43
2023-06-30 $444k 291k 1.52
2023-03-31 $506k 3.6k 138.92
2022-12-31 $294k 3.5k 84.88
2022-06-30 $263k 3.2k 81.17
2022-03-31 $290k 3.3k 87.61
2021-12-31 $363k 4.0k 90.30
2021-09-30 $286k 3.4k 83.87
2021-06-30 $268k 3.2k 83.13
2021-03-31 $259k 3.4k 76.97
2020-12-31 $266k 3.5k 76.57
2020-09-30 $267k 3.7k 71.70
2020-06-30 $256k 3.7k 68.74
2020-03-31 $256k 4.2k 60.84
2019-12-31 $342k 5.0k 68.70
2019-09-30 $404k 6.6k 61.08
2019-06-30 $435k 7.1k 61.65