EP Wealth Advisors’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.08M	Sell
2025 Q1	$2.09M	Sell
2024 Q4	$2.43M	Buy
2024 Q3	$2.19M	Buy