iShares S&P 100 Index shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in iShares S&P 100 Index
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All positions including iShares S&P 100 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 S&P 100 Index by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $11M | 36k | 304.35 |
| 2025-03-31 | $8.6M | 32k | 270.83 |
| 2024-12-31 | $9.1M | 31k | 288.85 |
| 2024-09-30 | $8.9M | 32k | 276.76 |
| 2024-06-30 | $930k | 3.5k | 264.32 |
| 2024-03-31 | $917k | 3.7k | 247.43 |
| 2023-12-31 | $884k | 4.0k | 223.41 |
| 2023-09-30 | $787k | 3.9k | 200.65 |
| 2023-06-30 | $866k | 10k | 84.86 |
| 2023-03-31 | $702k | 11k | 63.32 |
| 2022-12-31 | $849k | 5.0k | 170.56 |
| 2022-06-30 | $344k | 2.0k | 172.34 |
| 2022-03-31 | $337k | 1.6k | 208.54 |