EP Wealth Advisors, LLC's ownership history for IWM

EP Wealth Advisors, LLC currently holds 70.5K shares with a market value of $17.3M. It started holding IWM on 2024-09-30. At its peak, it held 89.7K shares on 2025-06-30. Its highest holding value was $19.4M on 2025-06-30. At its lowest, it held 44.0K shares on 2024-12-31, with a value of $9.2M on 2025-03-31. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 24.6K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 23.7K.