EP Wealth Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

EP Wealth Advisors’s Portfolio IMCG Stock Details IMCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$143K	Buy	+1,784	New	+$133K	﹤0.01%	1327

Other funds holding IMCG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EP Wealth Advisors's IMCG Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2025: 1,784 shares worth $143K. The stake represents ﹤0.01% of the portfolio and ranks #1327 among its holdings.

366 funds tracked by Wall St. Rank hold IMCG as of Q2 2025.

EP Wealth Advisors held 1,784 shares of iShares Morningstar Mid-Cap Growth ETF worth $143K as of Q2 2025.
iShares Morningstar Mid-Cap Growth ETF was a new EP Wealth Advisors position in Q2 2025.
iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1327 holding.
366 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.