EP Wealth Advisors, LLC's ownership history for IWR

EP Wealth Advisors, LLC currently holds 50.4K shares with a market value of $4.8M. It started holding IWR on 2024-09-30. At its peak, it held 50.4K shares on 2025-12-31. Its highest holding value was $4.8M on 2025-12-31. At its lowest, it held 33.0K shares on 2024-09-30, with a value of $2.9M on 2024-09-30. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 12.2K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 17.3K.