EP Wealth Advisors’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.44M	Buy	+128,722	New	+$7.87M	0.03%	300

Other funds holding ISCG

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

BDF

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

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

IAG

Ipsen Advisor Group Little Rock, Arkansas $155M AUM 20.18% 1-Year Est. Return

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

EP Wealth Advisors opened a new position in iShares Morningstar Small-Cap Growth ETF (ISCG) in Q2 2026: 128,722 shares worth $8.44M. The stake represents 0.03% of the portfolio and ranks #300 among its holdings.

129 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

EP Wealth Advisors held 128,722 shares of iShares Morningstar Small-Cap Growth ETF worth $8.44M as of Q2 2026.
iShares Morningstar Small-Cap Growth ETF was a new EP Wealth Advisors position in Q2 2026.
iShares Morningstar Small-Cap Growth ETF made up 0.03% of EP Wealth Advisors's portfolio in Q2 2026, its #300 holding.
129 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

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