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Morton Capital Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Morton Capital Management’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$202K Sell
1,849
-93
-5% -$10.2K 0.04% 121
2025
Q1 		$203K Sell
1,942
-294
-13% -$30.7K 0.04% 107
2024
Q4 		$258K Buy
2,236
+5
+0.2% +$576 0.05% 93
2024
Q3 		$261K Buy
+2,231
New +$261K 0.05% 90