EP Wealth Advisors, LLC's ownership history for IYW

EP Wealth Advisors, LLC currently holds 28.8K shares with a market value of $5.0M. It started holding IYW on 2024-09-30. At its peak, it held 28.8K shares on 2025-06-30. Its highest holding value was $5.0M on 2025-06-30. 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 11.1K.