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iShares Morningstar Small Value shares owned by EP Wealth Advisors

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

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

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small 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 Small Value by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.4M 38k 63.41
2024-09-30 $2.2M 35k 63.48

More positions owned by EP Wealth Advisors

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

View all positions for EP Wealth Advisors

Top funds holding iShares Morningstar Small Value

Morgan Stanley
Vaughan And Company Securities
Matrix Trust
Steele Capital Management
Bank of America Corporation
Raymond James Financial
Raymond James Financial Services Advisors
LPL Financial
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Northwestern Mutual Wealth Management Company
Merriman Wealth Management
Christopher J. Hasenberg
H D Vest Advisory Services

View all funds holding iShares Morningstar Small Value