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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.28M	Hold	43,166	–	–	0.02%	326
2025 Q1	$3.2M	Sell	43,166 -696	-2%	-$51.6K	0.03%	283
2024 Q4	$3.26M	Buy	43,862 +600	+1%	+$44.6K	0.03%	274
2024 Q3	$3.32M	Buy	+43,262	New	+$3.32M	0.03%	271