Morton Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Morton Capital Management’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.07M	Sell	2,767 -519	-16%	-$378K	0.28%	30
2026 Q1	$2.15M	Buy	3,286 +326	+11%	+$223K	0.32%	26
2025 Q4	$2.03M	Buy	2,960 +313	+12%	+$213K	0.31%	28
2025 Q3	$1.77M	Sell	2,647 -12	-0.5%	-$7.73K	0.29%	31
2025 Q2	$1.65M	Sell	2,659 -69	-3%	-$39.6K	0.29%	32
2025 Q1	$1.53M	Buy	2,728 +10	+0.4%	+$5.91K	0.3%	31
2024 Q4	$1.6M	Buy	2,718 +334	+14%	+$198K	0.3%	31
2024 Q3	$1.38M	Sell	2,384 -141	-6%	-$78.4K	0.27%	35
2024 Q2	$1.38M	Buy	2,525 +530	+27%	+$279K	0.33%	29
2024 Q1	$1.05M	Sell	1,995 -102	-5%	-$51K	0.28%	32
2023 Q4	$1M	Buy	2,097 +1,085	+107%	+$486K	0.3%	33
2023 Q3	$435K	Hold	1,012	–	–	0.15%	59
2023 Q2	$451K	Sell	1,012 -168	-14%	-$70.8K	0.15%	61
2023 Q1	$485K	Sell	1,180 -38	-3%	-$15.2K	0.17%	55
2022 Q4	$468K	Buy	1,218 +184	+18%	+$71K	0.18%	51
2022 Q3	$371K	Buy	1,034 +5	+0.5%	+$2K	0.17%	56
2022 Q2	$390K	Sell	1,029 -423	-29%	-$174K	0.17%	56
2022 Q1	$659K	Buy	1,452 +268	+23%	+$120K	0.27%	37
2021 Q4	$565K	Buy	+1,184	New	+$546K	0.23%	45

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

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

Morton Capital Management reduced its iShares Core S&P 500 ETF (IVV) stake by 16% in Q2 2026, selling an estimated $378K and leaving 2,767 shares worth $2.07M. The position accounts for 0.28% of the portfolio, ranked #30.

Morton Capital Management first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.15M in Q1 2026. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Morton Capital Management held 2,767 shares of iShares Core S&P 500 ETF worth $2.07M as of Q2 2026.
Morton Capital Management sold 519 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $378K.
iShares Core S&P 500 ETF made up 0.28% of Morton Capital Management's portfolio in Q2 2026, its #30 holding.
Morton Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
Morton Capital Management's iShares Core S&P 500 ETF position peaked at $2.15M in Q1 2026.
4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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