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EP Wealth Advisors’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

EP Wealth Advisors’s Portfolio IMCV Stock Details IMCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.65M Sell
43,037
-129
-0.3% -$11.1K 0.02% 362
2025
Q4 		$3.55M Buy
+43,166
New +$3.49M 0.02% 334
2025
Q2 		$3.28M Hold
43,166
– – 0.02% 326
2025
Q1 		$3.2M Sell
43,166
-696
-2% -$52.4K 0.03% 283
2024
Q4 		$3.26M Buy
43,862
+600
+1% +$46.4K 0.03% 274
2024
Q3 		$3.32M Buy
+43,262
New +$3.18M 0.03% 271

Other funds holding IMCV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

EP Wealth Advisors's IMCV Position: Q1 2026 in Review

EP Wealth Advisors reduced its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 0.3% in Q1 2026, selling an estimated $11.1K and leaving 43,037 shares worth $3.65M. The position accounts for 0.02% of the portfolio, ranked #362.

EP Wealth Advisors first reported a position in IMCV in Q3 2024 and has held it in 6 quarters since. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

  • EP Wealth Advisors held 43,037 shares of iShares Morningstar Mid-Cap Value ETF worth $3.65M as of Q1 2026.
  • EP Wealth Advisors sold 129 iShares Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $11.1K.
  • iShares Morningstar Mid-Cap Value ETF made up 0.02% of EP Wealth Advisors's portfolio in Q1 2026, its #362 holding.
  • EP Wealth Advisors first reported a position in iShares Morningstar Mid-Cap Value ETF in Q3 2024 and has held it in 6 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.