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iShares Morningstar Mid Value Idx shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth Advisors investment in iShares Morningstar Mid Value Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Mid Value Idx 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 Mid Value Idx by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.3M 43k 76.64

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Amazon (AMZN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Advisor Managed Portfolios Cornercap Fundam (FUNL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for EP Wealth Advisors

Top funds holding iShares Morningstar Mid Value Idx

Morgan Stanley
Equitable Holdings
Orgel Wealth Management
Raymond James Financial Services Advisors
Matrix Trust
Steele Capital Management
Bank of America Corporation
Commonwealth Equity Services
Wells Fargo & Company
LPL Financial
Advisor Group Holdings
Black Diamond Financial
swisspartners Advisors
GHP Investment Advisors
Rodgers & Associates

View all funds holding iShares Morningstar Mid Value Idx