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ISCVISCV
7 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in ISHARES TR

Yes. EP Wealth Advisors holds 35,354 shares of ISCV, worth $2.8M, as of its Q2 2026 13F filing. It increased the position by 1,726 shares (+5.1%) from Q1 2026. EP Wealth Advisors has held ISCV since Q3 2024, across 7 quarterly 13F filings.

Current Value

$2.8M

Current Shares

35,354

Total Value Change

+$580,229

Total Shares Change

+877

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
35,354
+5.1%
$2.8M0.0%$78.32
28
2026-Q1
Unchanged
33,628
0.0%
$2.3M0.0%$72.26
0
2025-Q4
Decreased
33,628
-0.6%
$2.3M0.0%$69.06
0
2025-Q2
Decreased
33,839
-3.9%
$2.1M0.0%$60.79
0
2025-Q1
Decreased
35,204
-8.3%
$2.1M0.0%$58.15
0
2024-Q4
Increased
38,395
+11.4%
$2.4M0.0%$61.71
29
2024-Q3
New
34,477
-
$2.2M0.0%$61.56
36

Other major holders of ISCV: EXCHANGE TRADED CONCEPTS, LLC, Focus Partners Wealth

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