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iShares Morningstar Large Value shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in iShares Morningstar Large Value

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large Value held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Large Value by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $245k 2.9k 83.39

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Vanguard Index Fds Growth Etf (VUG)
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
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Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
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Amazon (AMZN)
Broadcom (AVGO)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for EP Wealth Advisors

Top funds holding iShares Morningstar Large Value

Equitable Holdings
Steele Capital Management
Matrix Trust
UBS Group
Raymond James Financial
Morgan Stanley
LPL Financial
Jpmorgan Chase & Co
Woodard & Co Asset Management Group
SPC Financial
Royal Bank of Canada
Wells Fargo & Company
Cetera Investment Advisers
Lauer Wealth
H D Vest Advisory Services

View all funds holding iShares Morningstar Large Value