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
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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 |
|---|---|---|---|
| 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 |
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