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Morton Capital Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Morton Capital Management’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$626K Buy
2,759
+110
+4% +$24.6K 0.09% 73
2026
Q1 		$559K Sell
2,649
-576
-18% -$125K 0.08% 67
2025
Q4 		$684K Buy
3,225
+309
+11% +$64.8K 0.11% 59
2025
Q3 		$602K Buy
+2,916
New +$586K 0.1% 62

Other funds holding IVE

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Morton Capital Management's IVE Position: Q2 2026 in Review

Morton Capital Management increased its iShares S&P 500 Value ETF (IVE) stake by 4.2% in Q2 2026, buying an estimated $24.6K and bringing the position to 2,759 shares worth $626K. The position accounts for 0.09% of the portfolio, ranked #73.

Morton Capital Management first reported a position in IVE in Q3 2025 and has held it in 4 quarters since. The position peaked at $684K in Q4 2025. 552 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Morton Capital Management held 2,759 shares of iShares S&P 500 Value ETF worth $626K as of Q2 2026.
  • Morton Capital Management bought 110 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $24.6K.
  • iShares S&P 500 Value ETF made up 0.09% of Morton Capital Management's portfolio in Q2 2026, its #73 holding.
  • Morton Capital Management first reported a position in iShares S&P 500 Value ETF in Q3 2025 and has held it in 4 quarters since.
  • Morton Capital Management's iShares S&P 500 Value ETF position peaked at $684K in Q4 2025.
  • 552 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.