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iShares Russell Midcap Value Index shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in iShares Russell Midcap Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Value Index 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 Russell Midcap Value Index by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.1M 38k 132.25
2024-06-30 $4.0M 34k 120.74
2024-03-31 $4.3M 35k 125.33
2023-12-31 $4.1M 35k 116.29
2023-09-30 $3.6M 35k 104.34
2023-06-30 $3.6M 114k 31.48
2023-03-31 $1.6M 23k 69.92
2022-12-31 $3.8M 36k 105.34
2022-09-30 $3.6M 37k 96.06
2022-06-30 $4.2M 41k 101.57
2022-03-31 $4.2M 35k 119.63
2021-12-31 $4.5M 36k 122.39
2021-09-30 $4.3M 15M 0.29
2021-06-30 $4.7M 41k 114.98
2021-03-31 $4.7M 43k 109.31
2020-12-31 $4.0M 41k 96.96
2020-09-30 $3.1M 38k 80.83
2020-06-30 $4.1M 53k 76.53
2020-03-31 $4.1M 64k 64.09
2019-12-31 $6.9M 72k 94.77
2019-09-30 $5.2M 58k 89.71
2019-06-30 $4.9M 55k 89.13
2019-03-31 $5.1M 58k 86.87
2018-12-31 $7.3M 96k 76.35
2018-09-30 $618k 6.9k 90.21
2018-06-30 $609k 6.9k 88.52
2018-03-31 $501k 5.8k 86.42
2017-12-31 $523k 5.9k 89.19
2017-09-30 $436k 5.1k 85.01
2017-06-30 $443k 5.3k 84.01
2017-03-31 $454k 5.5k 82.98
2016-12-31 $467k 7.1k 65.77
2016-09-30 $380k 5.0k 76.69
2016-06-30 $224k 3.0k 74.30
2016-03-31 $333k 4.7k 71.00
2015-12-31 $3.1M 44k 68.67
2015-09-30 $200k 3.0k 67.00

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 Russell Midcap Value Index

Jones Financial Companies, L.L
Morgan Stanley
Tiaa Trust, National Association
Us Bancorp
Wells Fargo & Company
Envestnet Portfolio Solutions
Bank of America Corporation
Royal Bank of Canada
First Citizens Bank & Trust
Commerce Bank N A
Commonwealth Equity Services
Pnc Financial Services
ZB
Victory Capital Management
LPL Financial

View all funds holding iShares Russell Midcap Value Index