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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
2026
Q2 		$255K Buy
+2,593
New +$234K ﹤0.01% 1381
2025
Q2 		$143K Buy
+1,784
New +$133K ﹤0.01% 1327

Other funds holding IMCG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EP Wealth Advisors's IMCG Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2026: 2,593 shares worth $255K. The stake represents ﹤0.01% of the portfolio and ranks #1381 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in IMCG as recently as Q2 2025.

EP Wealth Advisors first reported a position in IMCG in Q2 2025 and has held it in 2 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • EP Wealth Advisors held 2,593 shares of iShares Morningstar Mid-Cap Growth ETF worth $255K as of Q2 2026.
  • iShares Morningstar Mid-Cap Growth ETF was a new EP Wealth Advisors position in Q2 2026.
  • iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1381 holding.
  • EP Wealth Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2025 and has held it in 2 quarters since.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.