EP Wealth Advisors, LLC's ownership history for IYW

EP Wealth Advisors, LLC currently holds 32.7K shares with a market value of $5.9M. It started holding IYW on 2024-09-30. At its peak, it held 33.8K shares on 2025-12-31. Its highest holding value was $6.7M on 2025-12-31. At its lowest, it held 12.7K shares on 2024-09-30, with a value of $1.9M on 2024-09-30. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 3.9K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 15.0K.