EP Wealth Advisors, LLC's ownership history for IWY

EP Wealth Advisors, LLC currently holds 13.1K shares with a market value of $3.2M. It started holding IWY on 2024-09-30. At its peak, it held 13.1K shares on 2025-06-30. Its highest holding value was $3.2M on 2025-06-30. At its lowest, it held 1.4K shares on 2024-09-30, with a value of $315.2K on 2024-09-30. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 11.5K.