EP Wealth Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-104,096	Closed	-$25.4M	–	698
2023 Q1	$25.4M	Buy	+104,096	New	+$25.4M	0.44%	55