Morton Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Sell |
2,659
-69
| -3% | -$42.8K | 0.29% | 32 |
|
|
2025
Q1 | $1.53M | Buy |
2,728
+10
| +0.4% | +$5.62K | 0.3% | 31 |
|
|
2024
Q4 | $1.6M | Buy |
2,718
+334
| +14% | +$197K | 0.3% | 31 |
|
|
2024
Q3 | $1.38M | Sell |
2,384
-141
| -6% | -$81.3K | 0.27% | 35 |
|
|
2024
Q2 | $1.38M | Buy |
2,525
+530
| +27% | +$290K | 0.33% | 29 |
|
|
2024
Q1 | $1.05M | Sell |
1,995
-102
| -5% | -$53.6K | 0.28% | 32 |
|
|
2023
Q4 | $1M | Buy |
2,097
+1,085
| +107% | +$518K | 0.3% | 33 |
|
|
2023
Q3 | $435K | Hold |
1,012
| – | – | 0.15% | 59 |
|
|
2023
Q2 | $451K | Sell |
1,012
-168
| -14% | -$74.9K | 0.15% | 61 |
|
|
2023
Q1 | $485K | Sell |
1,180
-38
| -3% | -$15.6K | 0.17% | 55 |
|
|
2022
Q4 | $468K | Buy |
1,218
+184
| +18% | +$70.7K | 0.18% | 51 |
|
|
2022
Q3 | $371K | Buy |
1,034
+5
| +0.5% | +$1.79K | 0.17% | 56 |
|
|
2022
Q2 | $390K | Sell |
1,029
-423
| -29% | -$160K | 0.17% | 56 |
|
|
2022
Q1 | $659K | Buy |
1,452
+268
| +23% | +$122K | 0.27% | 37 |
|
|
2021
Q4 | $565K | Buy |
+1,184
| New | +$565K | 0.23% | 43 |
|