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 Q2	$3.97M	Buy	43,487 +450	+1%	+$40.1K	0.02%	432
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 $13.4B AUM 22.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BDF

Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

EP Wealth Advisors increased its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 1% in Q2 2026, buying an estimated $40.1K and bringing the position to 43,487 shares worth $3.97M. The position accounts for 0.02% of the portfolio, ranked #432.

EP Wealth Advisors first reported a position in IMCV in Q3 2024 and has held it in 7 quarters since. 169 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

EP Wealth Advisors held 43,487 shares of iShares Morningstar Mid-Cap Value ETF worth $3.97M as of Q2 2026.
EP Wealth Advisors bought 450 iShares Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $40.1K.
iShares Morningstar Mid-Cap Value ETF made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #432 holding.
EP Wealth Advisors first reported a position in iShares Morningstar Mid-Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
169 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

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