EP Wealth Advisors »

iShares Morningstar Small Growth shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Small Growth by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $8.4M 129k 65.54

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for EP Wealth Advisors

Top funds holding iShares Morningstar Small Growth

Colony
Jpmorgan Chase & Co
LPL Financial
Northwestern Mutual Wealth Management Company
Advisor Group Holdings
Cetera Investment Advisers
Gallagher Fiduciary Advisors
Ameriprise Financial
Atria Investments
Bank of America Corporation
Foundations Investment Advisors
Morgan Stanley
Black Diamond Financial
Matrix Trust
Steele Capital Management

View all funds holding iShares Morningstar Small Growth